---
title: "Transition to the new Customer Area menu"
description: "Learn what changes to expect and how to navigate the updated Customer Area menu."
url: "https://docs.adyen.com/new-customer-area-menu"
source_url: "https://docs.adyen.com/new-customer-area-menu.md"
canonical: "https://docs.adyen.com/new-customer-area-menu"
last_modified: "2026-06-01T15:33:16+02:00"
language: "en"
---

# Transition to the new Customer Area menu

Learn what changes to expect and how to navigate the updated Customer Area menu.

[View source](/new-customer-area-menu.md)

Starting in Q2 2026, we are updating the Customer Area menu to make it easier to find what you need. Menu items will be moved and renamed to better align with your workflows. This page explains what is changing and when these changes will take place.

## What has changed

### Renamed and moved pages

Some pages have been renamed or moved to different sections in the menu, for example:

* **Transactions** is now **Payments**.
* **Finance** pages are now in **Balances**, **Reconciliation**, or **Reports**.
* **Insights** is now **Analytics**.

For a full list of changes, see [Where did a page move to?](#where-did-a-page-move-to)

The diagrams below compare the old menu with the new menu.

**Old menu**

![Old menu](/user/pages/docs/38.new-customer-area-menu/old_menu.svg?decoding=auto\&fetchpriority=auto)

**New menu**

![New menu](/user/pages/docs/38.new-customer-area-menu/new_menu.svg?decoding=auto\&fetchpriority=auto)

### Search for a page

You can search for pages using both their new and old names. To search for a page:

1. Select the search icon at the top of the menu.
2. Start typing to see matching pages.
3. Select a page from the results to open it.

### Expand or collapse menu sections

You can view or hide multiple sections at the same time:

1. Select a section to expand it.
2. Repeat this for any other sections you want to view. Sections stay open as you navigate.
3. Select the **Hide all pages** icon to collapse all sections.

## Timeline

We are rolling out the new Customer Area menu in phases:

| Phase                                  | Availability      | What to expect                                                                                                                                                                                                                                                                                                                |
| -------------------------------------- | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Early access** (starts mid-May)      | Selected accounts | The new menu is the default for selected accounts to gather initial feedback. If you have access during this phase, you can:- Switch back to the old menu using the **Switch to old menu** button.
- Share feedback about the new menu using the **Give feedback** button.                                                    |
| **Public preview** (starts 1 July)     | All users         | The new menu is available for all users to try. The old menu remains the default. During this phase, all users can:- Switch to the new menu using the **Try new menu** button.
- Switch back to the old menu using the **Switch to old menu** button.
- Share feedback about the new menu using the **Give feedback** button. |
| **Official launch** (starts 15 July)   | All users         | The new menu becomes the default menu for all users of the Customer Area. During this phase, you can:- Continue using the new menu by default.
- Switch back to the old menu if needed.                                                                                                                                       |
| **Full transition** (starts 15 August) | All users         | The new menu is fully rolled out.- The old menu is no longer available.
- All users use the new menu.                                                                                                                                                                                                                         |

## Where did a page move to?

Use the tables below to see where pages from the old menu have moved to in the new Customer Area menu.

Customer Area page URLs will change, but old URLs are automatically redirected to the new ones.

### Payments

Pages moved from **Transactions**, **Pay by Link**, **Finance**, and **Settings**:

| Old section          | Old page name           | New section  | New page name             |
| -------------------- | ----------------------- | ------------ | ------------------------- |
| **Transactions**     | **Payments**            | **Payments** | **Payment list**          |
| **Transactions**     | **Offers**              | **Payments** | No change                 |
| **Pay by Link**      | **Payment links**       | **Payments** | No change                 |
| **Pay by Link**      | **Themes**              | **Payments** | **Payment link themes**   |
| **Pay by Link**      | **Settings**            | **Payments** | **Payment link settings** |
| **Virtual terminal** | **Create transaction**  | **Payments** | **Virtual terminal**      |
| **Finance**          | **Batch modifications** | **Payments** | No change                 |
| **Settings**         | **Payment methods**     | **Payments** | No change                 |
| **Settings**         | **Checkout settings**   | **Payments** | No change                 |

***

### Balances

Pages moved from **Transactions**, **Accounts & balances**, and **Finance**:

| Old section             | Old page name                 | New section  | New page name       |
| ----------------------- | ----------------------------- | ------------ | ------------------- |
| **Transactions**        | **Transfers**                 | **Balances** | No change           |
| **Accounts & balances** | **Balance accounts**          | **Balances** | No change           |
| **Finance**             | **MPL**                       | **Balances** | No change           |
| **Finance**             | **Invoices**                  | **Balances** | No change           |
| **Finance**             | **Sales to payouts**          | **Balances** | No change           |
| **Finance**             | **Payout accounts**           | **Balances** | No change           |
| **Finance**             | **Payout model**              | **Balances** | **Payout schedule** |
| **Finance**             | **Balances overview**         | **Balances** | No change           |
| **Finance**             | **Company balances overview** | **Balances** | No change           |

***

### Account holders

Pages moved from **Accounts & balances**:

| Old section             | Old page name       | New section         | New page name           |
| ----------------------- | ------------------- | ------------------- | ----------------------- |
| **Accounts & balances** | **Account holders** | **Account holders** | **Account holder list** |
| **Accounts & balances** | **Score**           | **Account holders** | **Account holder risk** |

***

### Uplift and Risk & disputes

Pages moved from **Revenue & risk**:

| Old section        | Old page name         | New section         | New page name       |
| ------------------ | --------------------- | ------------------- | ------------------- |
| **Revenue & risk** | **Uplift overview**   | **Uplift**          | No change           |
| **Revenue & risk** | **Recommendations**   | **Uplift**          | No change           |
| **Revenue & risk** | **Experiments**       | **Uplift**          | No change           |
| **Revenue & risk** | **Settings**          | **Uplift**          | **Uplift settings** |
| N/A                | **Performance**       | **Uplift**          | **Uplift overview** |
| **Revenue & risk** | **Disputes**          | **Risk & disputes** | No change           |
| **Revenue & risk** | **Case management**   | **Risk & disputes** | No change           |
| **Revenue & risk** | **Dynamic 3D Secure** | **Risk & disputes** | Removed from menu   |
| **Revenue & risk** | **Risk profiles**     | **Risk & disputes** | No change           |
| **Revenue & risk** | **Risk fields**       | **Risk & disputes** | No change           |
| **Revenue & risk** | **Risk lists**        | **Risk & disputes** | No change           |
| N/A                | **Risk settings**     | **Risk & disputes** | New page            |

***

### Partners

In **Partners**, the **Overview** page has been renamed to **Partner overview**.

***

### Reconciliation and Reports

Pages moved from **Finance**:

| Old section | Old page name              | New section        | New page name        |
| ----------- | -------------------------- | ------------------ | -------------------- |
| **Finance** | **Accounts receivable**    | **Reconciliation** | No change            |
| **Finance** | **Liable account summary** | **Reconciliation** | No change            |
| **Reports** | **Reports**                | No change          | **Reports overview** |
| **Finance** | **UK PSR report**          | **Reports**        | No change            |

***

### Analytics

Pages moved from **Insights**:

| Old section  | Old page name                 | New section   | New page name                  |
| ------------ | ----------------------------- | ------------- | ------------------------------ |
| **Insights** | **Payment lifecycle**         | **Analytics** | **Payment analytics**          |
| **Insights** | **Risk & dispute management** | **Analytics** | **Risk & dispute analytics**   |
| **Insights** | **Checkout**                  | **Analytics** | **Checkout analytics**         |
| **Insights** | **KYC verification insights** | **Analytics** | **KYC verification analytics** |

***

### Devices and In-person payments

Pages moved between **Devices** and **In-person payments**:

| Old section            | Old page name                 | New section | New page name       |
| ---------------------- | ----------------------------- | ----------- | ------------------- |
| **In-person payments** | **Payment devices**           | **Devices** | **Device list**     |
| **In-person payments** | **Stores**                    | **Devices** | No change           |
| **In-person payments** | **Tap to Pay & card readers** | **Devices** | No change           |
| **In-person payments** | **Orders and returns**        | **Devices** | No change           |
| **In-person payments** | **Terminal software**         | **Devices** | No change           |
| **In-person payments** | **Android**                   | **Devices** | **Terminal apps**   |
| **In-person payments** | **Themes**                    | **Devices** | **Terminal themes** |
| **In-person payments** | **Terminal settings**         | **Devices** | No change           |

***

### Developers and Settings

Pages updated within **Account**, **Developers** and **Settings**, or moved to **Settings**:

| Old section    | Old page name            | New section  | New page name               |
| -------------- | ------------------------ | ------------ | --------------------------- |
| **Account**    | **Merchant accounts**    | **Settings** | No change                   |
| **Account**    | **Users**                | **Settings** | No change                   |
| **Account**    | **Partner users**        | **Settings** | No change                   |
| **Account**    | **Role groups**          | **Settings** | **User role groups**        |
| **Account**    | **Close account**        | **Settings** | **Close merchant accounts** |
| **Developers** | **Dashboard**            | No change    | **Developer overview**      |
| **Developers** | **Event logs**           | No change    | **Webhook event logs**      |
| **Developers** | **Hosted onboarding**    | No change    | **Onboarding themes**       |
| **Developers** | **OAuth apps**           | **Settings** | No change                   |
| **Developers** | **OAuth authorizations** | **Settings** | No change                   |
| **Settings**   | **Account groups**       | No change    | **Merchant account groups** |
