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Managing Stripe Customers

This guide explains how to use the Stripe page in the Admin Dashboard to view and manage Stripe customer data.

Viewing Customers​

  1. Navigate to Stripe from the main navigation
  2. The table loads automatically and displays all Stripe customers
  3. Use the search bar to filter by Customer ID, Name, or Email

Understanding the Table​

Customer Information​

Each row shows:

  • Customer ID - Unique Stripe identifier (e.g., cus_ABC123)
  • Name - Customer name or business name
  • Email - Primary contact email
  • Subscription Plan - Name of the active subscription plan
  • Status - Color-coded subscription status badge
  • Next Billing - Date of next billing cycle
  • Created - When the customer was created in Stripe

Subscription Status​

The status badge indicates the subscription state:

  • 🟢 Active - Subscription is active and billing normally
  • 🔴 Past Due - Payment failed, subscription needs attention
  • ⚫ Canceled - Subscription has been canceled
  • ⚪ None - Customer has no active subscription

The "FinMatch Merchant" column shows:

  • Linked - Clickable link to the connected merchant (green text)
  • Not linked - Gray italic text indicating no connection

Linking Customers to Merchants​

To link a Stripe customer to a FinMatch merchant:

  1. Go to the Merchants page
  2. Find the merchant you want to link
  3. Click "🔗 Link Customer" in the Stripe Customer column
  4. Enter the Stripe Customer ID or search for the customer
  5. Save the connection

Once linked, the Stripe page will show the merchant name in the "FinMatch Merchant" column.

Searching Customers​

Use the search bar at the top of the Stripe page to quickly find customers:

  • Type part of a Customer ID (e.g., cus_ABC)
  • Type a customer name
  • Type an email address

The table filters in real-time as you type.

Data Refresh​

The customer data is loaded fresh each time you visit the Stripe page. The data comes directly from Stripe via the Stripe API service, ensuring you always see the latest information.

Common Tasks​

Finding a Customer by Email​

  1. Type the email address in the search bar
  2. The table filters to show matching customers
  3. Click on the customer row to view details

Checking Subscription Status​

  1. Look at the Status column for color-coded badges
  2. Green = Active, Red = Needs attention, Gray = Inactive
  3. Check Next Billing date for upcoming charges

Viewing Linked Merchants​

  1. Look for green clickable text in the "FinMatch Merchant" column
  2. Click the merchant name to navigate to the merchant details page
  3. Gray "Not linked" text means the customer isn't connected to any merchant

Troubleshooting​

Table Shows "Loading..."​

  • Check your internet connection
  • Verify the Stripe API service is running
  • Check browser console for errors

No Customers Showing​

  • Verify you have customers in your Stripe account
  • Check that the API is returning data
  • Ensure you're viewing the correct Stripe account (live vs test mode)

Subscription Data Missing​

  • Some customers may not have subscriptions
  • Check if the customer has an active subscription in Stripe Dashboard
  • Verify the API is returning expanded subscription data