Appearance
Finance Customers
The Finance → Customers page is the entry point to per-customer billing. It is a list of every customer with their plan, status, and billing email, with a View Billing action that takes you to their full billing view.
Layout
Header with title and description. Toolbar with search, status filter, plan filter, Clear button, and total customer count. Table.
Toolbar
| Control | Behaviour |
|---|---|
| Search | Customer name or billing email, case-insensitive substring. |
| Status | All / Active / Suspended / Churned. |
| Plan | All / Starter / Professional / Enterprise / custom plans. |
| Clear | Resets all filters. |
Columns
| Column | Notes |
|---|---|
| Name | Company name. |
| Plan | Display name + version. A warning icon appears if the customer is on a version older than current; tooltip shows "Latest: vX". |
| Status | Active / Suspended / Churned badge. |
| Billing Email | The billing contact's email. |
| Actions | View Billing button. |
View Billing
The primary action on each row. Click to open the Customer Billing page for that customer, where you manage invoices, payments, credits, and the full billing setup.
Notes
- This page is intentionally minimal — it is just the launcher for per-customer billing work. For aggregate dashboards see Customer Finance.
- The "warning icon on plan version" surfaces customers who are still on a retired version. Use that to decide who needs a plan upgrade.