Managing Customers

Learn how to create, view, and manage customers in your Autumn dashboard

The Customers page is your central hub for managing all customer accounts, subscriptions, and usage data. This guide covers common customer management workflows.

Viewing Your Customer List

Navigate to the Customers tab in your dashboard to see all customers in your organization. The customer list displays:

• Customer name, email, or ID
• Current plan status
• Active subscriptions
• Account balance
• Sign-up date

Use the search bar to quickly find customers by name, email, or ID. You can also filter by product subscription or account status.

Creating a New Customer

1. Open the Create Customer Dialog

   Click the Create Customer button in the top-right corner of the Customers page.

   You can also press N as a keyboard shortcut to quickly open the create dialog.

2. Enter Customer Details

   Fill in the customer information:

   • Name: Optional display name for the customer
   • ID: Your internal customer ID (from your database)
   • Email: Optional email address for billing and notifications

   You must provide either an ID or Email to create a customer. The ID should match your application’s user ID for seamless integration.

3. Create the Customer

   Click Create (or press Cmd+Enter) to create the customer. You’ll be redirected to their customer detail page.

Customer Detail Page

Clicking any customer in the list opens their detail page, which shows:

Plans Section

View all active and expired subscriptions:

• Current plan: The customer’s active subscription
• Add-ons: Any additional products they’ve purchased
• Plan status: Active, canceled, or expired
• Billing cycle: Next renewal date and amount

Click any plan to see detailed subscription information, including start date, billing interval, and cancellation status.

Feature Usage

Track how customers are using metered features:

• Current usage: Amount consumed in the current billing period
• Limits: Maximum allowed usage for their plan
• Reset date: When the usage counter resets
• Usage percentage: Visual bar showing consumption

Analytics

View customer-specific usage analytics:

• Filter events by type and date range
• See usage graphs over time
• Export raw event data
• Group by custom properties

Invoices

Access all customer invoices:

• Invoice status: Draft, paid, or unpaid
• Products billed: Which plans are on each invoice
• Total amount: Price and currency
• Created date: When the invoice was generated

Click any invoice to view detailed line items (admin users) or open the Stripe invoice URL in a new tab.

Attaching Products to Customers

Subscribe customers to plans directly from the dashboard.

1. Open the Customer Detail Page

   Navigate to the customer you want to subscribe to a plan.

2. Click Attach Product

   In the Plans section, click the Attach Product button to open the product attachment sheet.

3. Select a Product

   Choose from your available products. The dropdown shows:

   • All active products in your organization
   • Pricing information
   • Whether it’s an add-on or base plan

   If the customer has entities (team accounts), you’ll see options to attach the plan to the customer level or a specific entity.

4. Configure the Plan

   Customize the subscription:

   • Billing cycle: Override the default interval if needed
   • Free trial: Add a trial period
   • Custom pricing: Modify the price for this specific customer
   • Start date: Choose when the subscription begins
5. Review Advanced Settings

   Configure optional behaviors:

   • Proration: How to handle mid-cycle changes
   • Payment collection: Immediate or deferred billing
   • Quantity: For per-seat or per-unit plans
6. Preview and Attach

   Review the subscription preview showing:

   • Total amount to charge
   • Billing schedule
   • Features included

   Click Attach to complete the subscription.

Updating Customer Subscriptions

Modify existing subscriptions from the customer detail page:

• Change Plan: Upgrade or downgrade to a different product
• Update Quantity: Adjust seat count or unit limits
• Cancel Subscription: End the subscription immediately or at period end
• Uncancel: Restore a canceled subscription before it expires

When upgrading or downgrading, you can choose whether to prorate charges based on the time remaining in the current billing period.

Managing Customer Balance

For metered features, you can manually adjust customer balances:

1. Navigate to Feature Usage

   On the customer detail page, find the feature in the Feature Usage table.

2. Edit Balance

   Click the balance value to open the edit sheet.

3. Grant or Deduct Credits

   • Grant Balance: Add credits to the customer’s account
   • Set Balance: Override the current value
   • Deduct Balance: Remove credits

   Balance changes are logged and displayed in the customer’s activity timeline.

Working with Entities

Entities represent teams or organizations within a customer account.

• View Entities: Listed at the top of the customer detail page
• Select Entity: Click an entity to filter the view to that team’s data
• Attach to Entity: When attaching products, choose entity-level or customer-level subscription

Entity-level subscriptions are useful for B2B SaaS where companies have multiple teams, each with their own plan and usage.

Filtering and Saved Views

Create custom filtered views of your customer list:

1. Apply filters for product, status, or custom properties
2. Click Save View to store the filter configuration
3. Access saved views from the filter dropdown
4. Share view URLs with team members

Keyboard Shortcuts

• N: Create new customer
• Cmd+Enter: Confirm customer creation
• Escape: Close dialogs and sheets

Best Practices

Use Consistent IDs: Always pass the same customer ID from your application to Autumn. This ensures data stays in sync.

Check Before Creating: Use the search to verify a customer doesn’t already exist before creating a duplicate account.

Customers created in the dashboard are immediately available via the API and /check endpoint. Changes sync in real-time.

Next Steps

• Learn how to track usage with the Analytics features
• Explore invoice management for billing workflows
• Use the API to automate customer provisioning