How to add an account manager field to the customer and add this information to the invoice?

Problem statement

This article explains how to capture account manager information on a customer record and include that information in customer communication or invoices in Chargebee.

Related scenarios

• How to add an account manager field to a customer record
• How to store account manager details for each customer
• How to include account manager information on invoices
• How to notify account managers using customer contacts

Solution

To store account manager information for a customer, create a custom field on the Customer object. If you want account managers to receive customer-related email communication, add them as Additional Contacts on the customer record.

If you want the account manager information to appear on invoices, note the following:

• A customer-level custom field does not automatically appear on invoices.
• Adding account manager details to the Organization Address in invoice settings applies the same details to all invoices across the site.
• A practical workaround is to add the account manager details as Invoice Notes on the customer record so the information appears on invoices generated for that customer.

Setup instructions

Add an account manager field

1. In your test site, go to Settings > Configure Chargebee > Custom Fields.
2. Select the Customer object.
3. Create a custom field with the data type Single Line Text.
4. Save the custom field.

Publish the custom field to the live site

1. On the Custom Fields page, click Publish to Live.
2. Confirm the changes.

After the field is published, you can update the account manager information for each customer from the customer record on your live site.

Update the account manager field for customers

1. Open the required customer record.
2. Edit the customer details and enter the account manager information in the custom field.
3. Save the changes.

For bulk updates, use the Update Customers bulk operation.

Add the account manager as an additional contact

1. Open the customer details page.
2. Click Add Additional Contacts.
3. Enter the following details:
   • Id
   • Name
   • Email address
   • Phone number
   • Optional tag
4. Choose the email notifications the contact should receive:
   • Billing Emails
   • Account Emails
5. Click Add.

Add account manager information to invoices

To make the account manager details visible on invoices for a specific customer, add the details as Invoice Notes on the customer record.

Additional information

• You can add up to 10 additional contacts to a customer record.
• Additional contacts can be edited, removed, or excluded from email notifications later.
• Adding account manager details under the organization address in invoice settings is a site-level change. This means the same account manager information appears on all invoices.
• Test custom field changes on your test site before publishing them to the live site.