Create a customer

Customers own subscriptions, invoices, credits, and refunds. Create the customer before creating a subscription or assigning billable products.

Before you begin

Configure the tenant currency and create at least one active tax profile. A tax profile should be selected for every customer that will be invoiced.

Create the customer

1. Open Customers and select Add new.
2. Complete Customer info:
   • First name and last name are required and must be 2–50 characters.
   • Email is required and must be a valid email address.
   • Phone is required.
   • Company name is optional.
3. Complete the optional Billing Address. It supports country, recipient and company details, email, phone, up to three address lines, city, and postal/ZIP code.
4. Complete the required Billing Profile:
   • Select an active Tax profile. Use a 0% profile where appropriate.
   • Set Payment terms days: 0 means due immediately; 14 and 30 are typical Net 14 and Net 30 values.
   • Optionally provide a dedicated Billing email for invoice delivery.
5. Save the customer.

After creation

The customer record provides tabs for its details, subscriptions, invoices, credits, and payment history. Create a subscription from the customer's subscriptions tab, selecting the appropriate products and billing periods.

Keeping records accurate

The main contact information and billing address can be updated later. Keep the billing profile current: payment terms and tax selection are used when new invoices are generated, while existing invoices retain their own captured terms, currency, and tax data.