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Customer Management

The Customers page provides a complete view of everyone who has interacted with your products.
Customers List

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Customer List

View all your customers in a sortable, filterable table:

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Customer Statuses

Active

Has made payments but no active subscriptions.

Subscribed

Has one or more active subscriptions.

Churned

Previously had subscriptions that are now canceled.

Inactive

No recent activity or purchases.

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Customer Details

Click on a customer row to view their full profile:

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Overview Tab

  • Email and name
  • Location
  • Account creation date
  • Total lifetime value
  • Current MRR

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Subscriptions Tab

  • All subscriptions (active and past)
  • Subscription status
  • Billing interval
  • Next billing date
  • Actions (pause, cancel)

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Payments Tab

  • Full payment history
  • Payment status
  • Amounts and currencies
  • Refund status
  • Associated products

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Filtering Customers

Use filters to segment your customer base: Search customers by:
  • Email address
  • Customer name
  • Customer ID

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Customer Metrics

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Statistics Cards

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Geography Distribution

A breakdown of your customers by country:
  • Top 5 countries displayed
  • Customer count per country
  • Revenue per region

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Customer Actions

Generate a link to let customers manage their own subscriptions.
Process a one-time charge for an existing customer.
Cancel a customer’s active subscription immediately or at period end.
Issue a full or partial refund for a past payment.
Download customer information for GDPR compliance or analysis.

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Customer Portal

Waffo Pancake provides a self-service portal where customers can:
  • View their active subscriptions
  • Update payment methods
  • Download invoices
  • Cancel subscriptions
  • View payment history
To give a customer access:
  1. Go to customer details
  2. Click “Generate Portal Link”
  3. Send the secure link to the customer
Portal links are time-limited for security. Generate a new link if the customer needs extended access.

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Data Export

Click Export to download your customer data as CSV.
The export always contains every customer, not just the rows matching your current filters. Filter the file after downloading it.
The column set is fixed — there is no field picker: