The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Listing Customers

You can view a list of all customers that your company manages.

How to View Customers

  1. Sign in as described in Accessing the Client Portal and navigate to Collect > Customers.
    The Customers page appears.
  1. Modify the display by doing the following:
  • To add or remove columns, click the Choose Columns icon at the top right. The icon has three vertical bars. On the Choose Columns panel, select the columns you want to appear on screen and click Apply.
  • To change the column order, grab a column header and drag it to a new position.
  • To sort the list, hover over a column header. If the cursor turns into a pointing finger, click the header. An arrow indicates the sort direction. To change the direction, click the header again.
  1. Other things you can do:
  • To filter the list, click the Search field at the top. Suggested filters appear. Select a filter and type a value, or type a free text string. Then click the magnifying glass icon.
  • To clear a filter, delete the text in the Search field and click the magnifying glass icon.
  • To apply an advanced filter, click the Filter icon at the top right. In the Filter window, select a field and a condition, and enter a value. To define an additional filter, click + Add Filter and fill in the field, condition, and value. Then click Apply.
  • To clear an advanced filter, close the filter description.
  • To clear all advanced filters, click Clear All.
  • To view additional columns, move the horizontal scroll bar at the bottom of the page.
  • To scroll through the lines of the table, move the vertical scroll bar at the right side of the page.

Description of Fields

The following table describes the fields in the Customers page:

Column

Description

Customer ID

ID of the customer object. String starting with cus_.

Category

Category of payment method. Possible values:
* bank_redirect
* bank_transfer
* card
* cash
* ewallet
* rapyd_ewallet

Created at

The time that the customer was created.

Coupon

The ID of a discount coupon that is assigned to this customer.

Default Payment Method

The payment method that is used when the 'payment' object or subscription does not specify a payment method.

Description

A text description of the customer.

Discount

Contains information about the coupon that applies to the customer.

Email

The email address of the customer.

Ewallet

ID of the wallet. String starting with ewallet_.

Name

The name of the customer.

Phone Number

The phone number of the customer.

Updated 29 days ago


Listing Customers


You can view a list of all customers that your company manages.

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