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Run billing with Floatless.

Product guides, billing concepts, operational playbooks, developer references, and security notes for teams running subscription revenue.

Customers

A customer is the billing entity responsible for subscriptions, invoices, payments, credits, and account-level billing communication.

Customer records should represent the legal or commercial entity being billed, not just an individual user.

Customer profile

Field Purpose
Name Legal or billing name shown internally and on invoices.
Billing contact Person or mailbox that receives billing communication.
Email Destination for invoice, quote, payment, and dunning emails.
Billing address Used for tax, invoice documents, and customer identification.
Tax ID VAT, GST, HST, reseller, or other tax identifier.
Tax exempt flag Controls whether tax should be applied.
Credit balance Tracks available customer credit.
Auto-pay setting Controls whether saved payment methods can be charged automatically.

Customers vs contacts

Object Example Use
Customer Acme Corp The company or account that receives invoices and owns subscriptions.
Contact [email protected] or Jane Doe The person or mailbox that receives billing messages.

Keep shared billing inboxes where possible, especially for B2B customers. Individual contacts can change jobs; billing obligations remain with the customer.

Customer setup checklist

  • Name matches the legal or billing entity.
  • Billing email is valid and monitored.
  • Address includes country and region where needed for tax.
  • Tax ID and exemption status are reviewed.
  • Payment method and auto-pay preference are correct.
  • Customer notes capture non-standard terms.

Customer lifecycle

Stage Recommended action
Prospect Use quotes before creating production subscriptions.
New customer Add billing profile, tax details, and payment method.
Active customer Monitor subscriptions, invoices, payments, and usage.
Past due customer Use dunning, outreach, and payment recovery.
Canceled customer Preserve invoices, payments, credits, and audit history.

Common issues

Symptom Check
Invoice sent to wrong person Billing contact email and notification settings.
Tax calculation is wrong Billing address, tax ID, tax-exempt flag, and product tax category.
Auto-pay did not run Customer auto-pay setting and saved payment method.
Customer has unexplained balance Open invoices, payments, refunds, credit memos, and credit balance.

Related docs

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