Find a customer

Use search, sort and filter tools on the Customers page to help find a customer or group of customers.

The new Customers page is only available in the web browser version of Wave.

Search

To search for customers, enter your search term in the search bar. You can search customers by:

• Email
• Phone number
• Shipping or billing address

To clear a search, click the X in the search bar.

Sort

To sort the customer list, click the Sort button and select a column from the drop-down menu. To reverse the order, click the Sort button, then the column again. You can sort customers by:

• Name
• Email
• Created date
• Balance
• Overdue balance

To return to the original sort order, select sort by Name: A to Z descending.

Filter

Use filters to narrow down the customer view. To filter the customer list:

1. Click the Filter button.
2. Enter your criteria. You can filter by:
   • Date added
   • Balance status
   • Outstanding balance
   • Customers with or without a saved card
3. Click Apply filters.

To clear a filter, click the X next to it. To clear multiple filters at once, click Clear all.