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Last updated on Aug 28, 2026
Customers are the basis for your Subscription management in Advanced Billing. Every Subscription draws on Customer details, shipping address, and Payment Profiles stored in a single Customer record, so understanding what that record holds and how it connects to your Subscriptions helps you avoid duplicate entries and keep billing data accurate.
This applies to the Advanced Billing-only workflow. If your site is connected to Maxio Core, Customer records work differently. See Understand Customers for Contract Management instead.
The Customer entry contains vital Transaction information such as the Customer's email address and any associated Payment Profiles (for example, credit cards, ACH, or bank accounts). Some Subscription types, such as invoice billing, may not require credit card information. Other attributes, such as tax exempt status and VAT number, are also included. See Understand Tax Options for more information. Advanced Billing uses the information stored in the Customer record to create a Subscription.
A Customer may subscribe to several Plans. In that case, one Customer entry displays multiple Subscriptions, provided the same exact Customer entry is used across them.
Customer entries are useful for tracking active versus inactive Customers. Search your Customers by email, organization, and reference.
Under normal circumstances, you don't need to add a Customer directly. Creating a Subscription, whether through a Public Signup Page or manually in the application, generates a Customer record automatically. Some workflows or integrations may still require manually adding a Customer before creating a Subscription.
To edit an existing Customer entry, see Manage Customers.
The Subscription entry uses data stored in the Customer entry to populate Customer details, shipping address, and Payment Profiles.
In practice, many attributes, including contact information, addresses, and tax status, are stored at the Customer level rather than per Subscription. This data is viewable on the Customer Details tab within each Subscription entry. Advanced Billing encourages using one Customer entry shared by many Subscriptions to reduce account duplication.
For example:
If your workflow uses Public Signup Pages, each new signup normally creates a new Customer entry and a corresponding Subscription entry. By default, duplicate emails are allowed unless your site is configured to require uniqueness. If the Unique option is enabled for New Email, any signup with the same email is blocked and produces a duplicate error. To allow the same email across multiple signups, uncheck Unique in the field configuration.
To add a new Customer, see Add New Customers.
To view a Customer's information, see View Customer Information.
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