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The Customers page lists the customers of the business selected in the dashboard. You need the Customers permission to open it.

Search for a customer

Pick what to search by, then type in the search box: Turn on Show Only Restricted Customers to list only customers with a deposit or withdrawal restriction.

Find a customer by their Soap customer ID

The search box can’t search by Soap customer ID (the cus_ ID our API returns). Instead:
  1. Make sure the business that owns the customer is selected in the dashboard.
  2. Open https://dashboard.paywithsoap.com/customers/<customer ID> for a production customer, or https://dashboard-sandbox.paywithsoap.com/customers/<customer ID> for a sandbox one; for example https://dashboard.paywithsoap.com/customers/cus_123.
If the page says “Failed to load customer details”, the selected business may not own this customer, or the ID may be wrong. Check which business is selected and the ID, then open the link again.
Admins can also find a customer’s payments by ID: on Charges, open Filters, add the rule Customer ID equals the cus_ ID, and the list shows that customer’s charges.