Customers are people who have completed orders through your moneydevkit checkout. The customers page helps you manage customer relationships, issue refunds, and track purchase history.
What are Customers?
Customers let you collect information on people who complete orders so you can:
- Contact them later - Reach out for support, updates, or marketing
- Issue refunds - Process refunds to their refund address
- Track purchases - View their complete order history
Customers Dashboard
The customers page in your moneydevkit dashboard displays:
- Customer list - All customers with name and email
- Search - Find customers by name or email
- Customer details - View individual customer information and order history
Each customer record includes:
- Name - Customer’s name (if provided)
- Email - Customer’s email address
- Refund Address - Lightning address for processing refunds
- Order Count - Number of completed orders
- Checkout Count - Number of checkout sessions
- Order History - List of recent orders with amounts and dates
Customer information can be collected in two ways: by passing it programmatically when creating a checkout, or by requiring customers to fill out a form during checkout.
Option 1: Pass Customer Data Directly
If you already know the customer’s information (e.g., from your authentication system), pass it when creating the checkout:
navigate({
title: 'Product Name',
amount: 500,
currency: 'USD',
successUrl: '/checkout/success',
customer: {
email: '[email protected]',
name: 'Jane Doe',
externalId: 'user-123' // Your system's user ID
}
})
Option 2: Require Customer Data Entry
Use requireCustomerData to display a form that collects customer information before payment. This is useful when you don’t have the customer’s details upfront:
navigate({
title: 'Product Name',
amount: 500,
currency: 'USD',
successUrl: '/checkout/success',
requireCustomerData: ['email', 'name']
})
Available Fields
| Field | Description |
|---|
email | Customer’s email address |
name | Customer’s full name |
| Custom fields | Any additional field name (e.g., 'company', 'phone') |
Combining Both Approaches
You can combine pre-filled data with required fields. The form will only show fields that aren’t already provided:
navigate({
title: 'Product Name',
amount: 500,
currency: 'USD',
successUrl: '/checkout/success',
customer: {
externalId: 'user-123', // Known from your auth system
name: 'Jane Doe' // Already known
},
requireCustomerData: ['email', 'name', 'company']
// Form will only ask for email and company since name is already provided
})
If you pass an externalId for an existing customer, moneydevkit will automatically backfill any fields they’ve previously provided. This means returning customers may not need to fill out the form at all.
Customer Matching
Customers are matched and deduplicated using:
- External ID - If you provide an
externalId, existing customers with that ID are updated
- Email - If no external ID match, customers are matched by email
This ensures you don’t create duplicate customer records when the same person makes multiple purchases.
Managing Customers
Editing Customers
Click the edit button to update customer information:
- Name
- Email
- Refund address
- Custom metadata
Refunds
To issue a refund:
- Find the customer in the customers list
- View their order history
- Use the refund address to send funds back
Refunds are processed manually by sending to the customer’s refund address. Ensure the refund address is valid before sending funds.
navigate({
// ...
customer: {
email: '[email protected]',
name: 'Jane Doe',
// Custom fields are stored in userMetadata
shippingAddress: '123 Main St',
phoneNumber: '+1-555-0123'
}
})
name, email, and externalId are stored in the customer’s metadata and visible in the dashboard. 
