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Customer Management

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

Customer List

View all your customers in a sortable, filterable table:

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.

Customer Details

Click on a customer row to view their full profile:

Overview Tab

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

Subscriptions Tab

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

Payments Tab

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

Activity Tab

  • Login history
  • Subscription changes
  • Payment events
  • Support interactions

Filtering Customers

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

Customer Metrics

Statistics Cards

Geography Distribution

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

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.

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.

Data Export

Export your customer data in CSV format:
  1. Apply any desired filters
  2. Click “Export”
  3. Choose fields to include
  4. Download the CSV file
Available export fields:
  • Email
  • Name
  • Country
  • Status
  • Created date
  • Total revenue
  • MRR
  • Subscription count