Customer Management

Build customer records, hosted self-service portals, saved payment methods, and real-money wallet ledgers. This skill covers the full customer lifecycle: CRUD operations, payment method management, time-bound portal sessions, and idempotent wallet transactions.

When to use this skill

• Creating, listing, retrieving, or updating customer records
• Building a self-service customer portal for invoices, subscriptions, and payment methods
• Managing saved payment methods and customer payment history
• Implementing customer wallet balances and ledger entries for credits or refunds
• Linking your app's user records to Dodo customers
• Reading customer entitlements and credit balances

Core concepts

Customers are records in Dodo that group payments, subscriptions, and portal access. Each customer has an ID (prefix cus_), email, name, and optional metadata.

Customer Portal is a hosted, time-bound session that lets customers self-serve: view invoices, cancel subscriptions, change plans, update payment methods, recover on-hold subscriptions, and download license keys. You create a session and redirect to its link.