Customers 3 min read

How to Add Notes to a Customer in Stripe

Add internal notes and metadata to customer records in Stripe.

๐Ÿ”’ Read-only access โšก Works in 2 minutes โœ… Free to start
๐Ÿ“‹ Manual: ~2 min vs โšก Coby: ~3 seconds
๐Ÿ“‹
The Manual Way ~2 min
๐Ÿค–
Or just ask Coby ~3 sec
1

Find the Customer

Go to Customers and locate them.

2

Open Customer Profile

Click to view their details.

3

Add Note

Click Add note in the activity section.

4

Write Note

Enter your note about the customer.

5

Use Metadata

For structured data, use the metadata section.

6

Save

Notes are saved automatically.

โฑ
Total time per check
~2 min
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Team Coby

Online โ€” watching your Stripe
Add a note to Acme Corp about their renewal
๐Ÿค–

Note Added:

โœ“ Note saved
Acme Corp
"Renewal discussion scheduled for Feb 20. May upgrade to Enterprise."
โšก Answered in 2.3 seconds

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