Customer Fields Reference for Advanced Billing
Applies to: Advanced Billing
Last updated on Oct 12, 2026
The Create Customer form includes the following fields. Most fields accept up to 255 characters; Tax ID accepts up to 40 characters, OVT code accepts 12 to 17 characters, CC Emails accepts up to 1024 characters, and Shipping Address 1/2/3 each accept up to 500 characters.
| Option | Description |
|---|---|
| Organization | Specify the name of company or organization of the customer. (Required) instead of Primary Contact First Name and Last Name if Maxio Platform is enabled for your Site. |
| Reference ID | Specify a unique reference ID for the customer. Reference IDs aren't case sensitive, and must be unique across all Customers on your site. Two Customers can't share the same reference ID. |
| Business Type | The customer's business classification: B2B (Business-to-Business), B2G (Business-to-Government), or B2C (Business-to-Consumer). |
| Primary Contact First Name | Specify the first name of the customer. This is the first name noted on the subscription. (Optional) if Maxio Platform is enabled for your Site. |
| Primary Contact Last Name | Specify the last name of the customer. (Optional) if Maxio Platform is enabled for your Site. |
| Primary Contact Email | Specify the email address for your customer. |
| Primary Contact Phone | Provide a phone number for a customer. |
| CC Emails | Add additional email addresses for your customer. Any CC emails included here receive a copy of all associated communications for the subscription, including statements, receipts, cancellation confirmations, and dunning notices. Add as many CC email addresses as needed. CC'd addresses don't receive Billing Portal-related emails, including invitations, even once Billing Portal access is enabled. See Understand Billing Portal Login Flow for more information. |
| Salesforce ID | The Salesforce record ID associated with this customer. Only shown if your site has a Salesforce integration enabled. |
| Default Auto-Renewal Profile | Set the default renewal behavior for this customer's subscriptions, including whether they auto-renew and when renewal invoices are generated (for example, 1 week or 1 month in advance, or upon expiration). Only shown if auto-renewals are enabled for your site. |
| Shipping Address 1/2/3 | Specify the street address(es) for the customer's shipping location. |
| Shipping Country | Specify the shipping country for the customer. |
| Shipping State | Specify the shipping state for the customer. |
| Shipping City | Specify the shipping city for the customer. |
| Shipping Zip Code | Specify the shipping postal or zip code for the customer. |
| Tax ID | Select an identifier type from the Tax ID dropdown, then enter its value. For an EU VAT or national tax identifier, also select the customer's Country; you can validate these against the country's registry, and once validated, Maxio shows the validation status and the date it was last validated. The dropdown also lists Global Identifiers (GLN, DUNS, LEI) and, under Other Identifiers, Company-Reg No. for a business registration number such as a French SIREN or SIRET — neither group requires a Country or supports validation. See Set Up Managed Sales Tax for more information about taxes. |
| Tax Exempt | Setting the customer as tax exempt results in no taxes being assessed on any of their subscriptions. See Set Up Tax Exempt Customers for more information. |
| eInvoicing Network/Format | Select the eInvoicing network and document format used for this customer's electronic invoices. Only shown if eInvoicing is enabled for your site. |
| SIREN/SIRET | Enter the customer's French business registration number: a 9-digit SIREN or a 14-digit SIRET. The field is stored separately from the Tax ID, so a French customer can hold both a VAT number and a SIREN/SIRET at once, and clearing one doesn't remove the other. If Company-Reg No. is already selected as the Tax ID, leave this field blank or matching the Tax ID's value. Entering a different number is rejected with an error instead of replacing the Tax ID. A SIREN/SIRET also can't be kept next to a GLN, DUNS, or LEI Tax ID, and the form rejects it with an error. Only shown if eInvoicing is enabled for your site and either the customer's Shipping Country or Tax ID country is France, or your site has an enabled French eInvoicing mandate. Always shown if the customer already holds a SIREN/SIRET beside another Tax ID. |
| OVT code | Enter the customer's registered Finnish e-invoicing address (OVT code), including any department suffix. The OVT code is 0037, followed by the customer's 8-digit Business ID, followed by an optional suffix of up to 5 letters or digits. The OVT code is stored separately from the Tax ID, so a Finnish customer can have both a VAT number and an OVT code, and clearing one doesn't remove the other. When an OVT code is stored, Maxio uses it as the customer's Peppol delivery address on eInvoices. If no OVT code is stored, Maxio derives the address from the customer's VAT number. Only shown if eInvoicing is enabled for your site and either the customer's Shipping Country or Tax ID country is Finland, or your site has an enabled Finnish eInvoicing mandate. Always shown if the customer already has an OVT code stored. |
| Branding Theme | Select a Branding Theme to control how this customer's invoices and other documents are branded. Only shown if Branding Themes are enabled for your site. |
| Tax Exempt Reason | Select the reason this customer is tax exempt. Only shown if your site manages its own Avalara account. |
| Language | Select the customer's language, which sets the default language and localization used on invoices and communications. Only shown if your site uses Invoice-Centric Billing. |
| Verified for ACH/eCheck Payments | Select whether this customer must verify their bank account before making ACH/eCheck payments. If required, they enter their bank details via the Understand Self-Service Pages. ACH guidelines put the responsibility on you, the merchant, to know your customer well enough to trust them to enter valid bank account info. Enable ACH payments only for customers you trust. See Verify a customer for eCheck (ACH/EFT) for more information. Only shown if ACH/eCheck verification is required for your site's gateway. |
| Surcharging | Turn Surcharging on or off for this customer. When enabled, applicable surcharges may be applied to their payments. Only shown if Surcharging is enabled for your site. |
Related information
To create a Customer using these fields, see Add New Customers.
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