Customers Intro

Customers are the basis for your subscriptions. They work seamlessly in conjunction with subscriptions. Under the hood, it’s the customer entry which contains vital information about a subscription, such as – credit card information and email address. Advanced Billing uses the information stored in the customer record to create a subscription.

A customer may subscribe to several products. In this case, there will be one customer entry that will display multiple subscriptions, when the same exact customer entry is used across many subscriptions.

It’s important to note that under normal circumstances you won’t need to add a customer directly to this area. If you create a subscription via a Public Signup Page or manually through the application, a customer record is created automatically. Customer entries are useful for tracking active versus inactive customers. Additionally, you can search through your customers via email, organization and reference.

Other attributes such as tax exempt status and VAT numbers are included in the customer entry in Advanced Billing, as well. Please continue on to the next section to learn more about working with customer entries and how to edit them correctly.

Was this article helpful?
0 out of 0 found this helpful