This article on Customers is specific to the Advanced Billing only workflow. For Customers in the Maxio Platform workflow, go to this article.
Customers are the basis for your Subscription management. 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. Advanced Billing uses the information stored in the Customer record to create a Subscription.
A Customer may subscribe to several products. In that case, one Customer entry displays multiple Subscriptions, provided the same exact Customer entry is used across them.
Under normal circumstances, you do not need to add a Customer directly in this area. Creating a Subscription via a Public Signup Page or manually through the application generates a Customer record automatically. However, certain workflows or integrations may still require manually adding a Customer before creating a Subscription.
Customer entries are useful for tracking active versus inactive Customers. You can search your Customers by email, organization, and reference.
Other attributes such as tax exempt status and VAT number are included in the Customer entry in Advanced Billing. Continue to the next section to learn how to work with and correctly edit Customer entries.
Relationship Between Subscription and Customer Data
As mentioned above, the Subscription entry uses data from the Customer entry.
The Subscription entry uses the data stored in the Customer entry to populate information such as 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 within the Customer Details tab in each Subscription entry. Advanced Billing encourages using one Customer entry shared by many Subscriptions to reduce account duplication.
For example:
- Person A signs up for a Subscription (ID: 1) and a Customer entry (ID: 9) is created.
- Person A signs up for a new Subscription (ID: 11) using the existing Customer (ID: 9).
- When you view Customer entry ID: 9, you see Subscriptions 1 and 11.
If your workflow uses Public Signup Pages, each new signup normally creates a new Customer entry and corresponding Subscription entry. By default, duplicate emails may be allowed unless your site is configured to require uniqueness. If the “Unique” option is enabled for the email field, any signup with the same email will be blocked and produce a duplicate error. To allow the same email across multiple signups, uncheck the “Unique” setting in the field configuration.
Comments
Article is closed for comments.