Managing Customers

Understanding Customers in Spectabill

In Spectabill, customers represent the individuals or businesses purchasing your products. Each customer profile stores contact information, billing details, subscription data, and payment history in one centralized location.

Creating Customers

Using the User Interface

1. Navigate to Billing Dashboard → Customers → + New Customer
2. Fill in the required information:
   • Customer name
   • Email address (primary contact)
   • Billing address
3. Click Create Customer to save the profile

Using the API

You can programmatically create customers using the Spectabill API:

curl --location 'https://api.spectabill.com/v1/api/billing/customers' \
--header 'Content-Type: application/json' \
--header 'x-kc-token: eyJhbGciOiJSU ...' \
--header 'x-idempotency-id: 3478279-762234-6365' \
--data-raw '{
    "identifier":"$wings",
    "first_name":"Mike",
    "last_name":"Nike",
    "email":"mike.mike@mailinator.com"
}'

Invoicing Customers

Invoices provide a record of charges at specific points in time. They can include subscription fees, one-time charges, and usage-based billing.

You can create an invoice for a customer with the ability to:

• Select a product and its billing cycle
• Add coupons if available to apply discounts which you can create like so:
  create coupon codes by navigating to Billing → Coupon Codes → + Add Coupon Code
• Email the invoice to request payments

Automated Invoicing

Spectabill automatically generates invoices based on subscription billing cycles. For each active subscription, an invoice will be created according to the billing frequency defined in the blueprint.

Customizing Customer Communications

White-Labeling Invoices

Customize your invoice appearance to reflect your brand:

• Add configuration for invoices, products, subscriptions Account Settings → System settings

Next Steps