View Customer Information

When viewing a subscription in Advanced Billing, shipping information and other contact information can be viewed in the Customer Details.

The information in Customer Details tab is derived from the customer’s entry in Advanced Billing. Customer information is stored in a separate tab in the Advanced Billing application. Please note the signifigant differences in the subscriptions versus customer tabs.

Let’s use the following as an example:

• When a subscription is created via a Public Signup Page/POST to subscriptions.json, a subscription entry is created.
• Additionally, a corresponding customer entry is created in Advanced Billing that houses data addressed in this reference page.

Searching Customers

The customers tab is especially useful if you need to search for a customer by name or email, so you can access their subscription.

Advanced Billing provides a few methods to locate customers. Use the methods below to locate customers based on a few key pieces of criteria:

• Search Term

In the search term box, locate a customer using:

• Customer ID
• First name
• Last name
• Email address
• Reference
• Organization/company name

Search Limitations

In the search term box you may not search by the following attributes:

• CC email
• Phone
• Address information (city, state, zip, etc)
• Tax ID
• Product

If you wish to search for a customer, such as phone or shipping address, we recommend you export the customer data and search by filtering the spreadsheet outside of Advanced Billing.