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The Customers page in the Recurso dashboard

The Customers page in the Recurso dashboard

Customers (in the left nav) is the directory of everyone you bill. It shows a searchable, paginated table and opens a detail panel for each customer where you can edit or archive them.

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The customer list

Each row shows:
The Risk badge is colored by score: green (Low, under 20), amber (Medium, 20–49), and red (High, 50+). It only appears once a churn score has been calculated.

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Search and filter

  • Search by name or email — the box debounces, so results update shortly after you stop typing.
  • A status toggle filters between All, Active, and Inactive.
  • Paging is server-driven; use Prev / Next at the bottom (10 per page).
The link icon at the end of a row copies a portal login link prefilled with the customer’s email. The customer enters the self-service portal via a magic-link login — see Customer portal.

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Add a customer

Click Add customer (top right, or from the empty state). A right-side sheet opens with two sections.
1

Contact information

Customer name and Email are required; Phone is optional. The form validates that the email is well-formed before it will submit.
2

Billing details

Enter a Billing address, then pick a Country (United States, India, Canada, or United Kingdom) and a State / Province.
Choosing India switches the last two fields to Place of supply (State) — picked from a list of Indian states — and GSTIN, so tax is handled correctly for Indian customers. Other countries show a free-text Tax ID / VAT Number.
3

Create

Click Create customer. The new customer appears in the list immediately. Cancel closes the sheet without saving.

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Customer detail

Click any row to open the Customer details sheet. It shows the customer’s name, email, and badges for archived status and active-subscription count, followed by grouped fields:
  • Contact — email and phone.
  • Billing & tax — billing address, tax type, GSTIN, and place of supply (shown only when there’s something to display).
  • Record — customer ID, joined date, churn risk, active subscription count, and referral code if one exists.

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Edit a customer

Click Edit customer to switch the panel into an inline form. You can update name, email, phone, GSTIN, place of supply, and the full billing address (line, city, state, ZIP, and ISO-2 country). Click Save customer to apply, or Cancel to discard. Email cannot be left blank.

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Archive / restore

Click Archive to remove a customer from active use. A confirmation dialog explains what happens.
Archiving is blocked while the customer has active subscriptions — cancel or move those first. Billing history is always kept, and an archived customer can be restored at any time (the button becomes Restore).

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Account credit

When a customer has account credit, the detail panel shows an Account credit section:
  • Available balance chips, one per currency — the credit that can be applied to invoices right now.
  • Grants — every credit note, with its status, type, amount, remaining balance, and expiry (or “expired”).
  • Applied to invoices — the draw-down history.
  • Export CSV — download the statement (grants + applications) for the customer’s finance team to reconcile.
The balance shown is exactly what the billing engine will apply, and reconciles to the Customer Credit ledger account. The same data is available via the credit-statement API.

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Where to go next

Subscriptions

Put a customer on a recurring plan.

Invoices

See what a customer has been billed.