Customers

The Customers page is available to Pixaro application admins. It lists stores, customer/payment method details, and billing plan assignments.

Use this page to find stores that are ready or not ready for automatic billing, review Stripe customer details, configure billing plans, sync customer/payment data from Stripe, and export customer billing information.

Store-Level Billing Tab

Navigation path: Settings or Admin Stores > Store Details > Billing tab

Use this tab to connect and manage the saved payment method for one store location.

Purpose

Use the Billing tab to:

• Review whether the store has an active payment method.
• Enter or update the store owner's billing name and email.
• Add a bank account.
• Add a card.
• Replace the current payment method.
• Remove the current payment method.
• Refresh billing setup details.
• Review Stripe customer name and email.

Header and Refresh

Item	Purpose
Billing title	Identifies the store-level billing setup area.
Description	Tells the user whether they can manage payment methods or only review details.
Refresh	Reloads the store billing configuration and saved payment method from the system.

Admins can review details here, but store owners must update or replace their own payment method.

Payment Method Card

Field or item	Meaning
Payment Method	Main section showing whether a method is connected.
Connected / Not Connected chip	Shows whether the current payment method status is ACTIVE.
Provider	Shows Stripe Checkout.
Connected Method	Shows card or bank summary when active.
Method Type	Shows Bank Account, Card, or blank when no method is connected.
Payment Method Status	Shows ACTIVE or NOT_CONNECTED.
Stripe Customer Name	Billing customer name stored for Stripe customer details.
Stripe Customer Email	Billing customer email stored for Stripe customer details.
Last Updated	Most recent saved payment method update time.

Payment Method Actions

Action	When visible	What it does
Add Bank Account	No active method	Opens Stripe Checkout to add a bank account.
Update Bank Account	Active method exists	Opens Stripe Checkout to replace the current method with a bank account.
Add Card	No active method	Opens Stripe Checkout to add a card.
Use Card Instead	Active method exists	Opens Stripe Checkout to replace the current method with a card.
Remove	Active method exists	Removes the saved billing payment method after confirmation. Automatic collection stops until a new method is added.
Refresh	Always available when store is loaded	Reloads current billing setup details.

Add or Update a Payment Method

1. Open the store's Billing tab.
2. Enter the billing customer name and email if prompted.
3. Click Add Bank Account, Update Bank Account, Add Card, or Use Card Instead.
4. Complete the Stripe Checkout setup page.
5. Return to Pixaro after Stripe redirects back.
6. Confirm the success message.
7. Verify that the payment method chip shows Connected.

If setup is cancelled, Pixaro shows a cancellation message and the saved payment method is not changed.

Pixaro does not automatically use the store name and store email when creating the Stripe customer. The store owner should provide the billing name and email that should appear in billing screens.

Remove a Payment Method

1. Open the store's Billing tab.
2. Confirm that a method is connected.
3. Click Remove.
4. Read the confirmation message.
5. Confirm removal.
6. Verify that the status changes to Not Connected.

After removal, automatic collection is not available for that store. Invoices may need manual payment until a new method is added.

Customers Screen

Navigation path: Billing > Customers

Purpose

Use Customers to:

• Find stores that are ready or not ready for automatic billing.
• Review Stripe customer name and email.
• Review saved card or bank account summary.
• Configure billing plan mappings for one store.
• Configure billing plan mappings for multiple stores.
• Sync customer/payment data from Stripe.
• Export the visible customer list.

Top Filters and Actions

Field or button	Purpose
Search	Searches Store ID, Store Name, Customer Name, Customer Email, and assigned Billing Plans.
Connection Status	Filters by All, Connected, Not Added, Inactive, or Disabled.
Payment Method	Filters by All, Card, or Bank Account.
Updated From	Shows customers updated on or after the selected date.
Updated To	Shows customers updated on or before the selected date.
Reset	Clears all customer filters and returns to page 1.
Refresh	Syncs customer/payment snapshots from Stripe, reloads Customers, and reloads billing plans.
Configure Plans	Opens the Billing Plan & Store Configuration dialog for multi-store plan mapping.
Export	Downloads the currently filtered customer list as billing-customers.csv.

Summary Cards

Card	Meaning
Total Stores	Total customer rows loaded in the Customers screen.
Connected	Stores with an active connected payment method.
Not Added	Stores without a saved active payment method.
Disabled	Stores whose payment connection state is disabled.

Customers Table

Column	Meaning
Store ID	Store unique ID when available; otherwise the internal store ID.
Store Name	Store display name.
Customer Name	Stripe customer name when available.
Customer Email	Stripe customer email when available.
Payment Method	Saved method type, such as Card or Bank Account. Card brand appears in parentheses when available.
Billing Plans	Assigned billing plan chips.
Last 4	Last four digits of the saved card or bank account.
Expiry	Card expiry month/year when available.
Connection Status	Connected, Not Added, Inactive, or Disabled.
Created Date	Date the customer/payment/config record was created or first available in the billing view.
Updated Date	Most recent customer/payment/config update date.
Actions	Row-level actions.

Customer Row Actions

Action	Purpose
View	Opens the Customer Details dialog.
Plans	Opens Billing Plans for the selected store.
Deactivate	Displayed but currently disabled. The tooltip states that deactivate customer is not enabled yet.

Customer Details Dialog

Click View on a row to open Customer Details.

The dialog shows Store ID, Store Name, Customer Name, Customer Email, Billing Plans, Payment Method, Card Brand, Last 4 Digits, Expiry, Connection Status, Created Date, and Updated Date.

Click Close to return to the Customers table.

Billing Plan & Store Configuration Dialog

You can open this dialog in two ways:

• From Billing > Customers, click Configure Plans for multi-store setup.
• From a customer row, click Plans for single-store setup.

Multi-Store Mode

Use multi-store mode when the same billing plan setup should be applied to several stores.

Field or button	Purpose
Stores	Multi-select list of stores available for billing configuration. Search by store name or ID.
Billing Email	Email address used for billing communication for the selected store configuration.
Billing Plan Rows	The list of plan assignments to save.
Add Plan	Adds another plan row.
Remove icon	Removes that row from the dialog.
Cancel	Closes the dialog without saving.
Save Configuration	Saves the selected stores and valid plan rows.

Single-Store Mode

Use single-store mode when you click Plans from a Customers row.

Behavior:

• The Stores field is locked to the selected store.
• Existing billing plan rows are prefilled.
• Existing Billing Email is prefilled when available.
• You can add, update, or remove plan rows.
• Removed active rows are deactivated when you save.

Billing Plan Row Fields

Field	Purpose
Billing Plan	Selects the plan type. Already-selected plans are disabled to prevent duplicates in the same dialog.
Billing Status	Sets whether this plan assignment is ACTIVE, INACTIVE, DISABLED, or PAUSED.
Billing Start Date	Date this billing plan begins for the store.
Billing Cycle	Billing frequency. Options are MONTHLY, WEEKLY, and QUARTERLY.
Invoice Due Days	Number of days after invoice issue before payment is due. Defaults to 7 if left invalid.
Remove billing plan	Removes the row from the dialog.

Save Billing Plan Mapping

1. Open Billing > Customers.
2. Click Configure Plans or click Plans for a single store.
3. Select one or more stores if using multi-store mode.
4. Enter the Billing Email if needed.
5. Click Add Plan.
6. Select a Billing Plan.
7. Set Billing Status, Billing Start Date, Billing Cycle, and Invoice Due Days.
8. Add more rows if the store needs multiple billing plans.
9. Remove rows that should no longer be active.
10. Click Save Configuration.
11. Confirm the success message.
12. Check that the Customers table shows the expected Billing Plans chips.

The Save button is disabled until at least one store is selected. In multi-store mode, at least one valid plan row is required.

Store channel attachment and detachment do not automatically create or update billing plan mappings. Manage billing mappings manually from Billing > Customers.

Customer Workflows

Connect a Store Payment Method

1. Open the store's Billing tab.
2. Add a bank account or card through Stripe Checkout.
3. Return to Pixaro.
4. Confirm the payment method shows Connected.

Do this before automatic collection is needed. If this is not done, the invoice can still be approved, but payment will require manual handling.

Map Billing Plans to One Store

1. Open Billing > Customers.
2. Search for the store.
3. Click Plans.
4. Review existing plan rows.
5. Add, update, or remove plan rows.
6. Confirm Billing Status, Billing Start Date, Billing Cycle, and Invoice Due Days.
7. Click Save Configuration.

Map Billing Plans to Multiple Stores

1. Open Billing > Customers.
2. Click Configure Plans.
3. Select stores.
4. Enter Billing Email if needed.
5. Add one or more plan rows.
6. Click Save Configuration.
7. Review the Customers table for updated Billing Plans.

Export Customers

Click Export to download the currently filtered customer rows as billing-customers.csv.

The export includes customer rows, payment method summary, connection status, billing plans, created date, and updated date.

Customers Troubleshooting

Issue	What to check
Store has plans but still appears Manual	Confirm the store has an ACTIVE saved payment method. Billing plans and payment methods are configured separately.
Payment method setup was cancelled	Start Add Bank Account or Add Card again from the store-level Billing tab.
Billing plan did not appear after connecting a channel	This is expected. Billing plan mappings are managed manually from Customers, not automatically from channel attachment.
Store owner or authorized store user cannot access Customers	This is expected. Customers is an admin-only page.