Search for a customer
- Open All Customers and choose Search.
- Enter the customer’s name or email address.
- Select the customer.
Review a customer’s records
Open a customer profile
The profile shows the customer’s name, email where available, purchase summary and connected records. Customer metrics also appear when Newie has enough data. To check how long one customer has subscribed, look at Sub lifetime on their profile. It shows their subscription duration in days, with a comparison to your average customer. Overlapping subscription periods count once and gaps between subscriptions are excluded. This is an individual customer’s figure; Avg sub lifetime in Sales is the average across customers.Open a customer’s purchase
Under Purchases, select the subscription, one-off purchase or instalment plan you need. A customer may have bought more than one service, so check the service name before making a change. Manage Customers links to the instructions for each purchase type.Open a customer’s invoice history
Choose Invoice History from the customer profile, then select an invoice to see its payment status and available actions. See Invoices for retries, voids, receipts and refunds.Show or hide a customer’s expired subscriptions
Choose Show expired on the profile to include fully expired subscriptions, or Hide expired to collapse them. You can also find them in the Expired list under Subscribers. An expired subscription remains available for history and cannot be reactivated. Send a new service checkout link if the customer wants to subscribe again.Contact the customer
Copy a customer’s email address
Choose Copy Email on the profile. If the customer used Sign in with Apple and hid their email, Newie shows Email hidden by Sign in with Apple instead of their direct address.Request a customer’s email address
When the email is hidden by Sign in with Apple, choose Request email. Newie emails the customer asking them to confirm a direct address. The action changes to Request sent after the request is sent. This asks the customer for an address; it does not let you edit it yourself.Chat with a customer
Open More → Chat with [Customer] from the profile. See Communication for Newie Chat, automated emails and notifications.Correct a customer’s details
You cannot edit a customer’s name yourself. Contact Newie support if their details need correcting, or if an email typo prevents them from accessing the account.View or export customer lists
View or export customers for one service
To find everyone who bought one service, open Sell → Services, open the service’s... menu and choose View & Export Customers. Review the list, then choose the export action and format if you need a copy.
Use this service menu rather than looking for a service filter on Subscribers; that page filters by subscription status.