Customer Page Overview
The Customer Page provides a comprehensive view of a customer's relationship with your business across subscriptions, billing, payment methods, and invoices. It's designed for Founders, Finance and Revenue teams to quickly assess account health, manage subscriptions, and take action when needed.
The Customer Page is useful for whenever you need to understand or manage a specific customer’s financial status. It’s especially helpful for:
Understanding what your customer has purchased
Viewing current or past subscriptions and their terms
Verifying or managing invoices and payment activity
Preparing for a renewal conversation or an account review
Checking if the customer is in good billing standing
The Customer Page is divided into several sections, each focused on a key aspect of the customer’s financial relationship. These sections pull data from Stripe, HubSpot, and other connected systems.
Customer Summary
Along the top of the customer page is the Customer Summary. It Displays the ARR, the customer tenure and billing status for a fast-glance financial snapshot. The Billing statuses are:
Good standing - "No overdue invoices."
Past due - "One overdue invoice that is less than 14 days past due."
Delinquent - "This customer has multiple overdue invoices or at least one invoice more than 14 days past due."
Company & Billing Information
On the left side of the customer page, you will find your customer’s company and billing information. These details are pulled from your CRM and Payment integrations.
Details from your CRM include:
Company Address
Signer name and email address
Details from your payment integration include:
Payment methods with default noted (with masking for security)
Email address invoices will be sent to
Both sections provide an external link for you to navigate to your application to make changes if needed.
Subscription Tabs
When a customer has a subscription, a section will appear with tabs for each subscription allowing you to look at the details individually or all subscriptions at once. These tabs will show subscriptions with both “active” and “inactive” statuses. You can view all subscriptions at once by clicking the “All Subscriptions” tab.
Subscription tab names are pulled from the name of the plan they were created from. If the subscription was created with a custom plan, the default naming will be generic. (e.g., “Subscription 1”) When more than one subscription of the same name occurs, a number will be added at the end and go up in sequential order. Subscription names can be edited by clicking the Manage dropdown and selecting Edit subscription name.
Note: Your customer will have a label of “active” or “inactive”, it is based whether or not the customer has at least one active subscription.
Subscription Details
As you click each subscription tab, the following details populate for each subscription:
Start and end dates
Payment terms
Billing frequency
Expiration badges and auto-renewal status
Highlighted contract value (TCV)
Terms (if applicable)
Option to Upload Contract if one isn’t attached, View Contract or Manage the subscription
Products & services
The Products and Services section will populate further details for each subscription tab. Summary tiles for each product or service linked to the subscription will have the following details:
Product or service name
Start and end dates
Number of units
Pricing type
Payment Terms
Total amount
Pricing tiers (if applicable)
Discounts (if applicable)
Invoices
The final section of the customer page is Invoices found at the bottom of the page. The Invoice section displays a list of issued, draft and finalized invoices based on the subscription tab you’ve chosen. Alternatively, you can see all invoices linked to the customer if you select the “All Subscriptions” tab at the top of the customer page.
The “Show more” button for each section will reveal additional invoices.
From the invoice section you have the option to:
Create a one-off invoice
View existing invoices
When you click an invoice on the list, it will bring you to the individual invoice page where you can view/edit as needed.