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Searching for Customers

Finding specific customers quickly is essential for efficient customer management. BillaBear provides a powerful search feature with multiple filters to help you locate customers based on different criteria.

Why Search for Customers?​

You may need to search for customers to:

  • View or update customer information
  • Check subscription status
  • Process payments or refunds
  • Respond to support inquiries
  • Generate reports for specific customer segments

Available Search Filters​

BillaBear offers several filters to help you find customers:

Email Filter​

The email filter searches for any email address containing the value you enter. This is a partial match search, so you can enter just a portion of an email address.

Example: Searching for "iain" would match:

Reference Filter​

The reference filter searches for any customer reference containing the value you enter. References are internal identifiers that you can assign to customers for your own tracking purposes.

Example: If you use department codes like "SALES-123" as references, searching for "SALES" would find all customers with sales department references.

External Reference Filter​

The external reference filter searches for customers by their payment provider ID (such as Stripe customer ID). This is useful when reconciling accounts with your payment processor.

Example: If you have a Stripe customer ID like "cus_1234567890", you can search for it directly.

Step-by-Step Search Guide​

Click on "Customers" in the main navigation menu to access the customer search page.

Click Customers in navigation

Step 2: Open the Filters Panel​

Click the "Filters" button to display the available search filters.

Click Filters button

Step 3: Select a Filter Type​

Choose which type of filter you want to use (Email, Reference, or External Reference).

Select filter type

Step 4: Enter Your Search Term​

Type your search term in the filter field.

Enter search term

Step 5: Apply the Filter​

Click the "Filter" button to perform the search.

Click Filter button

Working with Search Results​

After performing a search:

  1. Viewing Results: The system displays all matching customers in a list
  2. Sorting: You can sort results by clicking on column headers
  3. Pagination: Use the pagination controls at the bottom of the list to navigate through multiple pages of results
  4. Customer Details: Click on a customer's name or ID to view their complete profile

Tips for Effective Searching​

  • Be Specific: The more specific your search term, the more precise your results will be
  • Combine Filters: For complex searches, you can apply multiple filters sequentially
  • Check Spelling: Ensure your search terms are spelled correctly
  • Use Partial Matches: You don't need to enter complete email addresses or references
  • Clear Filters: Use the "Clear Filters" option to start a new search