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Customers

Create and update a customer

To create a customer through the user interface:

  1. Access the "Customers" section via the side menu;
  2. In the upper right corner, click "Add a customer";
  3. Enter the customer's name and external ID (i.e. unique ID as defined in your backend system);
  4. Select the customer's timezone (optional - learn more);
  5. Enter the customer's billing information, including company information and address (optional);
  6. Select the default payment provider for this customer (optional - learn more); and
  7. Click "Create customer" to confirm.

Once a customer is created, you can access the customer view, where you can edit their information.

caution

You cannot change the external_id of a customer after an object has been assigned to them (i.e. plan, coupon, add-on, wallet and credits).

You can also create and update customers via the API.

Assign objects to a customer

The usage monitoring and billing processes start when you assign a plan to a customer, which triggers a subscription.

You can also apply coupons, add-ons and prepaid credits to a customer account.

To assign objects to a customer through the user interface:

  1. Access the "Customers" section via the side menu;
  2. Select a customer from the list;
  3. In the upper right corner of the customer view, click "Actions"; and
  4. Select an action from the dropdown list.

Monitor the customer's current usage

When a plan that includes usage-based charges is assigned to a customer, you can start pushing events associated with the customer account.

During the billing period, the customer's current usage is visible in the "Usage" tab of the customer view, including (but not limited to):

  • Total amount for the period under consideration; and
  • Breakdown by charge, including total number of billing units and amount.

View of the "Usage" tab

You can retrieve the customer's current usage via the API using this endpoint.

Invoicing a customer

If a customer has an active subscription, Lago will automatically generate an invoice for them at the end of the billing period.

The beginning and end of the billing period depend on the timezone applied to the customer account. The default timezone is UTC but you can define another timezone for your organization, which can be overwritten by the customer's timezone.

Premium feature ✨

The timezone feature is only available to users with a premium license. Please contact us to get access to Lago Cloud and Lago Self-Hosted Premium.

To set the customer's timezone through the user interface:

  1. Access the "Customers" section via the side menu;
  2. Select a customer from the list;
  3. In the "Overview" tab of the customer view, click "Edit" above the customer details;
  4. Select a timezone from the list; and
  5. Click "Edit customer information" to confirm.

The dates displayed in the "Usage", "Invoices" and "Credit notes" tabs of the customer view are based on the customer's timezone.

tip

You can hover over any date in the customer view to see the reference timezones.