Customer Detail Page

Clicking any customer’s name in the user list opens their detail page. This is the main workspace for managing an individual subscriber — viewing their status, recording payments, changing plans, viewing history, and more.

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Status Banner

The top of the page shows the customer’s current status with a colour-coded badge:

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Action Buttons

Depending on the customer’s current status, different action buttons appear at the top right:

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Detail Tabs

The customer profile is split into tabs. Click each tab to view that section.

• Full name, phone, email
• Username and password (masked)
• Current plan, speed, and data limit
• IP address assigned
• Account creation date

Edit options available:

• Update personal details (name, phone, email)
• Change username / password
• Update IP address
• Add or change the additional account number

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Transactions Tab

Full list of all payment transactions linked to this customer.

• Date and amount of each payment
• Payment method (M-Pesa, cash, bank)
• M-Pesa reference number (if applicable)
• Staff member who recorded the payment
• Balance adjustments and debt records

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Invoices Tab

Shows all invoices generated for this customer.

• Invoice number, date, and amount
• Status: Paid / Unpaid / Partially Paid
• Click any invoice to open and print or download a PDF

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Sub Accounts Tab

Lists all child accounts linked under this customer.

• Add new child accounts
• Edit or suspend/delete existing child accounts
• View each child’s status, plan, and expiry

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Live Usage Tab

Shows real-time bandwidth consumption for the current session.

• Current download and upload speed (live-refreshing)
• Data used in the current session
• Session start time and duration

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Daily Usage Tab

Shows a daily breakdown of data consumed over time.

• Bar chart of daily upload and download volumes
• Date range picker to zoom in or out
• Total data used per day

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Extension History Tab

A log of every time this customer’s expiry was manually extended (without a payment).

• Date of extension
• Days added
• Staff member who approved the extension

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SMS History Tab

All SMS messages sent to this customer from Lipanet Portal.

• Message content
• Sent date and time
• Delivery status

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Logs Tab

An audit trail of all changes made to this customer’s account.

• Who made each change and when
• What was changed (plan, IP, password, status, etc.)

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Recording a Payment

1. Click Add Payment at the top of the customer detail page.
2. Select the payment method.
3. Enter the amount. For M-Pesa, paste the transaction code.
4. Choose whether to activate the plan immediately.
5. Click Save Payment.

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Recording a Debt

Use Add Debt when a customer’s plan should start but they haven’t paid yet (e.g. credit arrangement).

1. Click Add Debt.
2. Enter the amount owed.
3. Optionally add a note.
4. Click Save.

The debt appears in the Transactions tab. When the customer pays later, record a normal payment — it will be reconciled against the outstanding debt.

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Extending Expiry

Use Extend Expiry when you want to give a customer more time without recording a payment (e.g. goodwill, complaint resolution).

1. Click Extend Expiry.
2. Enter the number of days to add, or pick a new expiry date.
3. Optionally add a reason.
4. Click Extend.

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Sending Payment Details via SMS

Click Send Payment Details to SMS the customer their account number and payment instructions.