> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Customers

> Choose the right customer, purchase, or payment record before taking an action.

Start with what the customer purchased and the action you need to take. Subscriptions, one-off purchases, and instalment plans each have their own records and management actions.

If you know the customer but not the purchase record, start with **All Customers**.

## Choose What You Need to Manage

<Columns cols={2}>
  <Card title="Manage Subscriptions" icon="repeat" href="/guides/subscription-management">
    Find a subscriber, pause or resume billing, cancel, change pricing or payment dates, switch services, and export subscriber records.
  </Card>

  <Card title="Manage One-Off Purchases" icon="shopping-bag" href="/guides/one-off-purchase-management">
    Find a purchase, retry or void a payment, share a payment link, send a receipt, issue a refund, or contact the customer.
  </Card>

  <Card title="Manage Instalment Plans" icon="calendar-clock" href="/guides/installment-plan-management">
    Find a plan, move its next payment, share a manage link, generate a statement, cancel the plan, or manage an invoice.
  </Card>

  <Card title="Help Customers Manage Payments" icon="link" href="/guides/customer-self-service-support">
    Share a Customer Manage Link and help customers update payment details, retry payments, or use enabled self-service actions.
  </Card>

  <Card title="All Customers" icon="users-round" href="/guides/subscribers-customers">
    Search for a person, open their purchases and invoices, copy or request contact details, start a chat, or export customer records.
  </Card>
</Columns>

*Last updated: 2026-07-15*