## Zoho Payments Documentation Index

Access the complete documentation index at:
https://www.zoho.com/payments/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Customers

*   [Viewing Customers](#View-Customers)
    *   [Overview](#Overview)
    *   [History](#History)
*   [Filter Customers](#Filter-Customers)

The Customers module in Zoho Payments is like a digital address book that streamlines customer management for your business. It offers a comprehensive overview of all your customer information, transaction history, and saved payment method.

A new customer will be created in Zoho Payments when you associate a customer’s card with Zoho Payments in the other Zoho Finance applications (such as Zoho Books, Zoho Invoice, Zoho Checkout, Zoho Inventory, Zoho Commerce, or Zoho Billing).

[![Zoho Payments Customer Module](/payments/help/customers/customers-module.png)](/payments/help/customers/customers-module.png)

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## Viewing Customers

To view the customers added to Zoho Payments:

*   Log in to your **Zoho Payments** account.
*   Navigate to the left sidebar and select **Customers**.

You can click a customer to view the individual customer profile.

[![select a customer to view details](/payments/help/customers/select-customer.png)](/payments/help/customers/select-customer.png)

### Overview

The overview section provides insight into all customer data and recent transactions.

#### Customer Details

Access basic information such as the customer’s name, email address, phone number, and the date their profile was added to Zoho Payments.

[![Customer Details](/payments/help/customers/customer-overview.png)](/payments/help/customers/customer-overview.png)

#### Saved Payment Methods

View the associated payment methods and their details, along with the status of their risk assessment.

These payment methods are added when:

*   The customer saves a payment method while making the payment.
*   You request the customers to add their payment information via a secure payment link from your Zoho Finance application.

**Insight:** To request payment information in your Zoho Finance application, navigate to the customer’s profile, click **More,** and select **Request Payment Information**. This ensures secure collection of sensitive information and allows customers to authorize future transactions.

[![view saved card details of your customer](/payments/help/customers/saved-payment-methods.png)](/payments/help/customers/saved-payment-methods.png)

#### Recent Payments

Get a summary of recent transactions and their statuses in the Recent Payments section.

[![View recent transactions of your customers](/payments/help/customers/recent-payment-overview.png)](/payments/help/customers/recent-payment-overview.png)

### History

The History section provides a log of all the transactions and card details associated with the customer since their profile was added to Zoho Payments.

[![View customer history since their profile creation](/payments/help/customers/history-customer.png)](/payments/help/customers/history-customer.png)

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## Filter Customers

You can access specific transactions made by customers through the following actions.

#### Search Customers

The **Search Bar** in the top left corner allows you to search and view customers based on Customer ID, Name, or Email.

[![Search Customers by ID, Name, and Email](/payments/help/customers/search-customer.png)](/payments/help/customers/search-customer.png)

#### Sort Customers

Sort the customers alphabetically by name or by profile creation date, both in ascending and descending order.

[![Sort Customers](/payments/help/customers/sort-customer.png)](/payments/help/customers/sort-customer.png)

#### Export Customers

If you’d like to have a backup of the customer details on your device, you can export them. Click **Export** to download data from Zoho Payments in your preferred format.

[![Export](/payments/help/customers/customers-export.png)](/payments/help/customers/customers-export.png)