Knowledge Base

Customers List

Get the list of customers

By Jignesh
Updated on June 04, 2025

Navigate to Customers: Locate the "Customers" button on the navigation bar within the Webplanex Wallet app.

 

 

View Customer List: This screen displays a list of all your customers.

 

Customer Details: Each entry likely shows details like customer name, email current wallet balance.

 

Search: Search for specific customers using their name or email address for quick access.

 

Manual Balance Adjustment: If needed, you may be able to manually adjust a customer's wallet balance within the app.

 

Transaction History: View a customer's individual transaction history to track store cash earnings and spending activity. You can also export transaction history.

 

Export List: You can export the entire customer list for record-keeping or external analysis.

 

Import Customers: The app allow you to import a list of new customers with necessary information.