Customer Management

This is a Pro feature. Customer Management lets you save, organize, and quickly retrieve client information so you never have to re-enter details for returning customers.

Overview

When you send payment links regularly, you’ll often work with the same clients. Instead of typing their name and email every time, the Customer Management system stores their details in a dedicated database table. On the generator page, simply select a customer from a dropdown and their information is auto-filled instantly.

What’s Stored

Each customer record includes the following fields:

• First name — Client’s given name
• Last name — Client’s family name
• Email — Client’s email address (required, used as the unique identifier)
• Company — Business or organization name (optional)
• Phone — Contact phone number (optional)
• Notes — Free-text field for any additional information about the client (optional)

Accessing Customer Management

Navigate to Payment Links > Customers in your WordPress admin menu. From this page you can:

• View all customers in a sortable, searchable table
• Add new customers manually via the “Add New” button
• Edit existing customers by clicking the “Edit” link on any row
• Search customers by name, email, or company
• Delete customers individually or in bulk

Quick Select on Generator Page

The real time-saver is the customer dropdown that appears on the generator page for Pro users. Select a returning customer, and their first name, last name, and email are filled in automatically. Combined with the auto-save feature, new customers are stored as you send emails — building your client database organically over time.

Note: Customer data is stored in a custom database table (wp_idplg_customers) and is removed when the plugin is uninstalled if the “Delete data on uninstall” option is enabled in Settings.