Customers

The Customers section helps you build a list of repeat shoppers, link payments to a customer, and reuse contact info across NectarPay.

Note: Customers are available on the Lite plan.

Add a customer

1. In the side navigation, choose Customers.
2. Choose Add Customer.
3. Enter:
   • First Name and Last Name
   • Email
   • Phone (optional)
   • Address (optional)
4. Save.

Link a customer to a payment

When creating a payment or a payment link, choose Customer on file to search the list and attach a customer to the transaction.

You can also create a customer inline from these flows. NectarPay confirms with "New customer created".

Customer detail page

Open a customer to see:

• Contact info, with options to Edit or Delete.
• A history of payments associated with the customer.
• Metadata used to filter the Payments list.

Search and filter

The customer list supports search by name or email. From the Payments list, you can also filter by Customer to see every transaction linked to a specific person.