Managing Customers Classic UI

In Chargebee we use customers to hold all the details of a subscriber. The customer acts as the main object to store and manage the subscribers' billing & contact information, card details, and payment mode.

Creating a New Customer

Customers can be created in 3 ways:

• When a new subscription is created
• Through the web interface
• Using the API

When a New Subscription is Created

When a new subscription is created either through the hosted page, Chargebee Site or through the API, Chargebee automatically creates a new customer as well.

Through Chargebee Site

You can create a new customer under Customers > Create a New Customer.

Using API

You can use the Create a Customer API to create a new customer.

Once a customer is created, it contains basic attributes including customer id, name, email, company name and phone number. These attributes are common to the customer object.

The additional entities linked to the customer object are:

Except for subscriptions, all the other entities are common to the customer object as well.

Accessing Customer Information in Chargebee

Here's how the index page of Customers will look like:

You can access your customer details from the Customers tab.

Clicking on the Customer ID of a customer will open the Customer Details page which contains all the information pertaining to the customer such as subscription, billing info, payment methods etc.

You can also perform various other operations such as Send Email, Export, Sort etc. These operations are described in detail below:

• **Send Email: **You can send emails to all your customers in a single shot using this option. You can also make use of the common templates and mail merge tags available below the email body to personalize the emails.
• Export: Exports all the customers in your current site as a ZIP file.
• Bulk Action: You can perform bulk actions such as delete, change billing date on your customers using this option. Click the Bulk Action button to perform these actions. Bulk Actions can only be performed by admins.
  • Delete: Select the customers that you want to delete and click Delete.
  • Change Auto collection.
• Search: You can search for a customer using the search bar on the left.
• Sort: Sort the customer based on the selected choice.

Exempting a Customer from Tax Payment

You can choose to exempt a customer from paying taxes by selecting the This customer is exempt from tax payment checkbox.

Paying via bank account

When you need a customer to pay directly from their bank account, select Allow this customer to pay via his/her bank account. This is possible for new and existing customers.

The checkbox would show up only if you have configured direct debit or credit transfer as one of your payment methods.

For new customers:

In your Chargebee App, click Customers > Create a New Customer. The checkbox shows up in the create customer page as shown below:

For existing customers:

In your Chargebee App, go to the customer for whom you need bank payment enabled the setting and click Change Customer Details found on the Action pane. Then, select the option as shown below:

Subscriptions

You can either create a subscription for an existing customer or a new customer. When a new subscription is created, a customer object is automatically created as well.

Creating subscriptions for an existing customer can be done through the web interface or using the API.

To create a new subscription through the web interface, go to the Customers tab under Subscriptions, select the customer and use the Create New Subscription option as shown here:

Click here to read more about subscriptions.

Custom Fields

Apart from the default fields provided for the customer object, you can create custom fields to track additional customer information.

Customer Payment Method Details

Chargebee supports a host of different payment methods and multiple payment methods per customer. Once a customer's payment method details are added, the payment method is tried every time a charge needs to be collected.

If you are adding multiple payment methods against a customer, Chargebee also allows you to mark one as primary and another as backup to ensure you don't lose revenue in case a payment method fails.

Payment method details can be added, updated or removed for a customer using the web interface, Chargebee's API, and Chargebee's hosted pages. Check out for more information.

Excess Payments

If you have collected payment from a customer in advance, or if the customer has made a single payment for multiple invoices, use the Record Payment option to account for the same:

The recorded payment will be automatically applied to the future invoices. It can also be manually applied to the existing Not Paid or Payment Due invoices.

Auto Collection Status

The status of a customer decides whether or not subscriptions linked to the customer should be charged automatically using the card on file. If Auto Collection is Off, the subscriptions will not be charged automatically even if the card is present. When Auto Collection is On, an attempt to charge the card will be made.

Customer Billing Address

A customer's billing address can be captured during sign up for customers with and without a card. If you've enabled , then the billing address information needs to be provided by the customer during sign up.

For merchants in the EU region who've enabled EU VAT, the taxes will be applied based on the billing country specified during sign up. So when creating subscriptions, you need to explicitly provide the billing country for the system to decide whether tax needs to be applied or not.

For subscriptions created without passing the billing country, EU VAT will not be applied.

Billing address for customers with card

The customer's billing information is linked to the customer's credit card for online subscriptions.

When a subscription is created with a card on file, the billing address captured along with the card details will be used as the customer's billing address as well. But you can edit the customer's billing info if needed, using the Update Billing Info option available in the Actions panel.

In a nutshell, for customers with a card, there is no need to worry about updating the customer's billing address separately.

Billing address for offline customers

Offline customers are subscribers who do not have a card on file and have an offline subscription.

For offline subscriptions, the billing information can also be collected during sign up. If you've selected the fields for validation, these fields will be automatically displayed when creating the offline subscription through the web interface.

When creating offline subscriptions using the API, you can include the additional attributes for billing_address using the customer object.

For offline subscriptions, you can update the billing information within the subscription through the web interface or through the update billing info for customerAPI.

Add Contact

If your customer wants their team or an alternative point of contact to receive emails related to billing such as invoices, payment success notifications, etc., you can configure Chargebee to send them emails using the Add Contact option. For example, if your customer would like their accounts team to receive a copy of the invoice, you could add the accountant's email or the team's email as an additional contact and link it to the respective customer. You can add up to a maximum of ten contacts.

To link an additional contact, go to Subscriptions › Customers › details page for the customer and click Add Contact:

The Add Contact form appears, as shown below:

Fill in the Id - this will be the reference ID used by Chargebee API to identify the contact.

Fill in the name, email address, and phone number. Use the Tag field to add a tag for your reference.

Emails

The emails that can be sent to this additional contact are categorized into two groups:

Billing Emails

This option is enabled by default. Enable this option if you want your team to receive the following emails:

• Invoice Receipt
• Payment Succeeded
• Payment Failed
• Payment Refunded
• Payment Initiated
• Refund Initiated
• Card Expiring
• Card Expired

Account Emails

Enable this option if you want your team to receive the following emails:

• Subscription Created
• Subscription Started
• Subscription Trial Ending
• Subscription Renewal
• Subscription Activation
• Subscription Changed
• Subscription Cancellation
• Shipping Address Updated

Click Done to save.

The contacts added using this option will appear under a new section, Additional Contact Info, as shown below:

This section also provides the options to add, edit, remove contacts, or disable email notifications for them.

Deleting a Customer

If you wish to delete a Customer in Chargebee, open the specific Customer's details page and click the Delete Customer option available on the Actions panel.

This operation is irreversible - all data related to the customer, such as Subscriptions and Invoices, will be deleted.

The numbers in the following reports will get modified when a Customer is deleted:

• Payments
• New Revenue
• Signups
• Activations
• Cancellations
• Refunds

You can also delete a Customer using the Delete a Customer API.

Note: The Delete Customer action or API call is unavailable for the customer records linked to gift subscriptions (i.e. those of gifters and the recipients).

Clear Personal Data

For eligible customer records, a special action called Clear Personal Data is available on the action pane (provided Personal Data Management is configured). Based on certain site configurations, this action clears the personally identifiable information in the customer record to help protect customer data privacy.

Clear Personal Data is different from Delete Customer. The fine points of difference are noted in a question in this FAQ.