---
title: "Viewing Customer Details"
source_url: https://docs.rapyd.net/en/viewing-customer-details.html
lang: en
---

# Viewing Customer Details

You can view details of a specific customer.

### How to View the Customer Details Page

1. Sign in as described in [Accessing the Client Portal](https://docs.rapyd.net/en/accessing-the-client-portal.md "Accessing the Client Portal") and navigate to **Collect** >  **Customers**.

   The **Customers** page appears.

   ![64808a6e8aa8e.png](image/img-d209e6798981fc5c38a3f04333ad6521.png)
2. Hover your cursor over the row of the customer you want to view.
3. Click the **See More Details** icon on the right side of the row.

   ![64808a712335b.png](image/img-248b565b426d96ca20afa432ff15d695.png)

   The **Customer Details** page appears.

   ![64808a7322399.png](image/img-ff56946d67b8858ad172499780a5345f.png)

Description of Fields

From this page, you can see the following information about the customer:

| Field | Description |
| --- | --- |
| Created at | The date and time the customer profile was created. |
| Email | The customer’s email address. |
| Phone Number | The customer’s phone number. |
| Customer Addresses Card | A list of the customer’s available addresses. |
| Payment Method | The customer’s payment method on file. |
| Payments | Links to a payments table that summarizes a customer’s payments. |
| Coupons | Any coupons the customer has used. |
| Subscription Invoices | The invoices the customer has received for their subscriptions. |
| Comments | Any comments about the customer written by you or a member of your organization. |

### Card Tokenization Links

Manage the links for your tokenized cards in the Client Portal. Tokenization creates a unique alphanumeric identifier to protect sensitive information such as card information.

1. Sign in as described in Accessing the Client Portal and navigate to **Collect** >  **Customers** .
2. Navigate to the row of the customer you want to view. Click the **See More Details** icon on the right side of the row.

   The Customer Details Page appears.

   ![view-customer-details-flow-4.png](image/img-43ecdc0a4b5db1ad8ca0978e6a88f96f.png)
3. You can view the **Card tokenization links** tab next to the **Payment methods** subsection in the Customer Details page.
4. You can manage your card tokenization links in this section.

### Customer Details Panel

1. Sign in as described in [Accessing the Client Portal](https://docs.rapyd.net/en/accessing-the-client-portal.md "Accessing the Client Portal") and navigate to **Collect** >  **Customers**.
2. Tap the row of the customer you want to view.

   The Customer Details Panel appears.

   ![64808a7576163.png](image/img-bc4f3f669cf105e1e85b593003fe0a1d.png)
3. From the Customer Details panel, you can:

   - Tap the **Request Payment** button to create a link for a payment request.
   - Tap the **Create Coupon** button to create a coupon for the customer.
   - Tap the **Create Payment** button to charge a card through the Virtual Terminal.

     **Note**: Click on the **More Actions** button to **Add Card** , **Request Card Details**, or **Add New Address** for the customer.

### Requesting a Payment

1. Sign in as described in [Accessing the Client Portal](https://docs.rapyd.net/en/accessing-the-client-portal.md "Accessing the Client Portal") and navigate to **Collect** >  **Customers**.

   The **Customers** page appears.
2. Tap the row of the customer you want to view.

   The **Customer Details** panel appears.

   ![64808a7769012.png](image/img-ef9de33b28c9b854be63fd6c6b7f85f4.png)

   - For a description of the information displayed, see [Listing Customers](https://docs.rapyd.net/en/listing-customers.md "Listing Customers").
3. Tap **Request Payment** to create a URL to copy and send to the customer for a payment request.

   The Payment Request dialogue box appears.

   ![64808a792084a.png](image/img-bb2a4a45fc9f11592bf6061cae4196de.png)
4. Select the Payment Method Type and click  **Next**.

   ![64808a7af3610.png](image/img-f4bead036bbbfbd30829385f228d192b.png)
5. Complete the required fields and tap  **Create**.

   Checkout Page Created dialogue box appears with the URL.

   ![64808a7cdf18d.png](image/img-5cca783f2eceb72f691a61b3312d32c0.png)

### Virtual Terminal Payment Request

Within the Customer Details panel, go to **Create Payment** to immediately charge a card in **Virtual Terminal**. See the [Virtual Terminal](https://docs.rapyd.net/en/virtual-terminal.md "Virtual Terminal") page for more information.

![64808a7edc247.png](image/img-edbdcfd563f6704635b2646b93d9cd51.png)