A customer represents a person or business you bill, either individual (B2C) or business (B2B). Create a customer record first, then select it when creating invoices. Each record includes name, email, billing address, tax status, and configuration preferences.
Create customer
When you create a customer, provide at minimum an email address. You can add name, phone, address, tax details, and configuration preferences at creation or add them later. A complete profile enables accurate invoicing and powers Smart Retries for failed payment recovery.
- Go to Billing > Billing 2.0 > Customers.
- Click on Create customer.
- Select the Individual or Business customer type.
- Enter the customer Email.
- Optionally, fill in First name, Last name, Phone number, and Merchant customer ID.
- In the Billing address section, enter address details.
- In the Tax information section, select Taxability to specify if the customer is taxable.
- In the Configuration section, set the Default billing currency and Preferred locales.
- In the Metadata section, add custom key-value pairs if needed.
- Click on Create.
Update customer
You can update customer details at any time.
- Go to Billing > Billing 2.0 > Customers.
- Click on the customer ID to open the details page.
- Use the Edit buttons next to Details, Billing address, Tax information, or Configuration to modify the relevant fields and save changes as you make them.
View customers
View a customer to see their profile, billing address, tax information, or associated invoices.
- Go to Billing > Billing 2.0 > Customers.
The list shows customer ID, name, email, type, status, taxability, merchant customer ID, and creation date. - Filter customers by:
- Customer ID or Merchant customer ID using the search fields
- Email using the search field
- Type using the dropdown (Individual or Business)
- Status using the dropdown
- Created at from and Created at to using the date pickers
- Click on a customer ID to open the details page.
Customer profile
A customer profile stores the information that appears on invoices and receipts.
| Field | Required | Description |
|---|---|---|
| Yes | Used to notify the customer of failed payments or when further action is needed. | |
| Customer type | Yes | Either individual (B2C) or business (B2B). Cannot be changed after creation. |
| Merchant customer ID | Optional | Your internal customer ID. Lets you look up the Solidgate record from your own system. |
| Billing address | Optional | Appears on invoices, credit notes, and receipts. Required for accurate tax calculation. For countries with states or provinces, include the state or province. |
| Business details | Optional | Business name and legal address for B2B customers. Appears on invoices and receipts. |
Tax information
Tax information on the customer record is used when generating invoices.
Taxability indicates whether the customer is subject to tax. Customers are taxable by default. Set to exempt for tax-exempt customers.
Tax registration IDs store tax identification numbers such as VAT numbers or EINs. These appear on invoices to meet tax jurisdiction requirements.
Payment instruments
Payment instruments are collected automatically from payment details associated with a customer. Each time a customer completes a payment, the card or payment method is saved and linked to their record. You can view all saved payment instruments on the customer details page in the Hub or retrieve them through the API.
Customer events
Solidgate sends webhook notifications when customer records change. You can configure webhook endpoints through the Webhooks API v2 or in the Solidgate Hub under Developers, select API v2 from the dropdown, then go to Webhook endpoints.
| Event | Description |
|---|---|
| CUSTOMER_CREATED | A new customer was created. The payload includes the full customer record. Customer created Webhook |
| CUSTOMER_UPDATED | A customer was updated. The payload includes the full customer record with updated values. Customer updated Webhook |
Common tasks
Generate and send invoice
Before you create an invoice, create a customer for billing purposes.
- Create the customer.
- Define the product you want to sell and set its price.
- Create an invoice using the customer from step 1 and one or more prices from step 2.
After you create the invoice, you can continue updating the customer’s details until the invoice is finalized. Changes apply to the next billing period, when a new invoice is generated using the customer’s latest details.
Add tax ID number
You can add a tax registration ID to the customer profile. Based on this information, Solidgate Billing calculates the final price and applies a reverse charge. If you manually set the tax ID status to verified, Solidgate trusts your input, and you accept responsibility for its accuracy. Solidgate Billing calculates the final amount according to the applicable rules.