> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-vendors-and-customers/managing-customers.md).

# Managing Your Client's Customers

* **Detect anomalies instantly.** Surface customers posted to multiple categories so you can fix classification errors.
* **Double-check new customers.** Review new bookings to keep future categorizations consistent.
* **Analyze revenue over time.** View customer count and revenue trends by period for variance analysis and reviews.

***

### How to Access Customers in Digits

1. To go to your client's dashboard. 
2. Click **Customers** in the left navigation menu. 

{% hint style="info" %}
**Tip:** Set your **Time Period** at the top of the page to control what you’re reviewing.
{% endhint %}

***

### Key Insights

* **Total** — unique customers in the selected period.
* **Revenue** — total earnings from all customers.
* **New Customers** — number of first-time customers in the period.
* **Multiple-Category** — customers whose transactions hit more than one category (useful for catching misclassifications).

<div align="left"><figure><img src="/files/nDymT5W9sHaoA6qqTPct" alt="" width="563"><figcaption></figcaption></figure></div>

***

### How do I explore the customer list?

Your main view shows each customer’s **Name**, **Total revenue**, **Number of transactions**, and a **transactions table** for the selected period. Click a customer to expand and review their individual transactions.

***

### How to Filter and Sort Customer Data

**Customer Filters**

* **Customer Name** — search for any customer.
* **Total Spend** — filter customers by the amount earned from them.
* **Customer Review** — quick toggles like **New Customers** or **Multiple Categories**.

**Sort options**

* Click any **column header** in the transactions table to sort (e.g., **Date**, **Amount**, **Category**).
* Use the **sort icon** in the customer list header to sort customer-level data.

***

### How to Export the Customer List

1. Click the **menu** in the top-right (next to *Add Transaction*).

<div align="left"><figure><img src="/files/LuatsH1VpY1wVCCTJGTJ" alt="" width="200"><figcaption></figcaption></figure></div>

Choose one of the following:

* **Download CSV:** save a CSV of customer transactions to your computer.
* **Export CSV to Vault:** save the CSV to your **Vault** folder for sharing or future access.&#x20;

***

### How to Make Edits to Customers

1. Click the **Edit** toggle in the header to enter edit mode.
2. You can:
   * **Edit a customer’s name**.
   * **Change a customer’s category**.
   * **Apply changes in bulk** or one at a time.

{% hint style="info" %}
**Note:** In this view, transaction edits are limited to **party name** and **category** only.
{% endhint %}

***

### Frequently Asked Questions

<details>

<summary>Can I fix customers posted to multiple categories?</summary>

Yes. From the customer tab, use **Multiple-Categories** under **Insights** to find them, then use **Edit** to correct categories so reporting is consistent.

</details>

<details>

<summary>Can I see only new customers for the month?</summary>

No. Click the Month/Year in the top left and select a time period from the dropdown.&#x20;

<div align="left"><figure><img src="/files/dhD9k2Wrs2lCV50iyfLj" alt="" width="222"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Does the Customers tab support exports for review meetings?</summary>

Yes. Use Download CSV or Export CSV to Documents to share with your team or clients.

</details>

<details>

<summary>Why don’t I see a customer I’m expecting?</summary>

Adjust the **time period** or **filters**, check spelling, or review transactions for that customer’s exact **name/category**.

</details>

<details>

<summary>Can I change transaction details in the customers area?</summary>

This page lets you edit the **customer name** and **category**. For deeper edits, open the transaction in **Ledger**.

</details>

<details>

<summary>Why did a vendor (or customer) disappear from the list after I recategorized it?</summary>

Nothing was deleted. Whether a payee shows up under **Vendors** or **Customers** is determined by the type of category its transactions are assigned to—for example, expense-type categories place a payee in Vendors, and income/revenue-type categories place them in Customers.

When you recategorize a payee's transactions, Digits re-evaluates where that payee belongs. If the new category is a different type, the payee moves to the other list—or, in some cases, may not appear under either tab—even though its transactions remain fully intact in the ledger.

**To find a "missing" payee:** check the other tab (Vendors vs Customers), and confirm the category type you assigned. Its transactions are still in the ledger regardless of which list the payee appears in.

{% hint style="info" icon="lightbulb-exclamation-on" %}
If a payee isn't showing where you expect, review the category it's coded to in the Category Manager.
{% endhint %}

</details>

***

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{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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