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updatedAt: 2026-09-16T17:22:06.000Z
agentTools:
projectIndex: https://docs.staxpayments.com/llms.txt
---
# Viewing Customer Information
You can view detailed customer information within Stax Pay, including outstanding invoices, payment methods, customer ID numbers, and more. As long as you have a customer's first and last name, you can add them, and you can search for customers by keyword.
1. In Stax Pay, click **Customers** in the left menu.
2. You can Add, Export, or search for a particular customer on the Customer page.
3. Use the quick filters to cycle through **Active** or **Archived** customers.
4. Click the ellipses on a particular customer to open additional options to **Edit**, **View Invoices**, **Take a Payment** or **Archive** the customer.
5. Click a customer to open the Customer drawer. Here, you can view pertinent information on the customer and perform actions such as taking a payment or viewing invoices. Use the arrows next to items to view more details.
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