The Customer page provides a comprehensive view of a customer's relationship with your business. It brings together subscription details, billing and payment information, invoices, and usage data in one place. Access it from Customers > All customers by selecting a customer.
What you can do on the customer page
From the customer page, you can:
Amend a subscription to change pricing, add or remove products, or adjust contract length.
Terminate a subscription to set an end date and cancel future invoices.
Renew a subscription to start a new contract term.
Create a one-off invoice for charges outside a subscription.
Enter usage data manually for usage-based subscriptions, review past usage, and enable usage threshold notifications.
Access the customer portal to share a self-service view with your customer.
Edit billing information, including the email addresses invoices are sent to.
Edit invoice settings for the customer's active subscriptions.
View customer, subscription, and invoice level event history.
Customer summary
The customer summary runs along the top of the customer page. It shows customer tenure, ARR (annual recurring revenue), and billing status at a glance.
Billing statuses are:
Good standing: no overdue invoices
Past due: one invoice less than 14 days overdue
Delinquent: multiple overdue invoices, or at least one invoice more than 14 days overdue
View customer company information
The company information section is on the left side of the customer page. It pulls data from your connected CRM and includes:
Company address
Signer name and email address
Email contacts
Click the arrow next to Synced with [CRM name] to open the record directly in your connected CRM.
View customer billing information
The billing information section is on the left side of the customer page. It pulls details from your payment integration and includes:
Company name
Email address invoices are sent to
Customer address
Payment methods on file, with the default noted
Update customer billing information
Updates to a customer's billing information in Stripe will sync to Turnstile. Click the arrow next to Synced with Stripe to open the record directly in Stripe.
To update a customer's billing information directly in Turnstile:
Select a customer from Customers > All customers.
Click the edit icon in the top right of the Billing information section.
Add or update the billing information.
If you use Turnstile as your invoice provider, you can also add CC email addresses to the customer billing information to send copies of invoice emails to that email address.
Save changes.
Updating the customer billing information will sync the updates to Stripe and update all draft invoices across subscriptions for this customer.
View a customer's subscriptions
On the customer page, you'll see a tab for each of a customer's subscriptions so you can review details individually. Both active and inactive subscriptions are listed.
To see all subscriptions at once, click the All subscriptions tab.
Rename a subscription
Subscription names come from the plan they were created from. Subscriptions created without a plan use a generic name such as "Subscription 1."
To rename a subscription:
Select the subscription from the customer page.
Click Manage > Edit subscription name.
Enter the new subscription name.
Save changes.
Note: A customer's active or inactive label from Customers > All customers reflects whether they have at least one active subscription.
Subscription details on the customer page
Each subscription tab shows key contract details, including dates, payment terms, billing frequency, and total contract value (TCV). You can upload or view the associated contract, or click Manage to amend, terminate, renew, or rename the subscription.
Products and services on the customer page
The products and services section shows a summary tile for each product or service on the subscription, including pricing type, units, and any applicable tiers or discounts.
Invoices on the customer page
The invoices section at the bottom of the customer page shows issued, draft, and finalized invoices for the selected subscription tab. To see all invoices for the customer regardless of subscription, select the All subscriptions tab.
In the invoices section of the customer page you can:
Click any invoice to open it and view or edit the details.
Edit the invoice settings for the subscription.
Usage on the customer page
If a customer's subscription includes usage-based pricing, you'll see a usage section on the customer page. It shows a chart of historical usage for each usage-based product.
You can also add usage events manually or set up usage threshold notifications for committed usage products.
Add a usage event from the customer page
To add a usage event:
Scroll to the Usage section and click +.
Enter the number of units and select the date of the usage event.
Click Save and add more to enter additional events, or Save and finish to close.
Turnstile recalculates the affected invoices immediately after a usage event is saved.
Enable usage threshold notifications from the customer page
To set up a usage threshold notification for your customers with committed usage products, click the bell icon next to the metric. See Enable usage threshold notifications for details.
Customer portal
The customer portal is a shareable page that does not require a Turnstile login. Your customer can use it to view their active subscriptions, manage payment methods (if Stripe is connected), and view, pay, or download invoices.
To access the portal, click View customer portal at the top of the customer page. You can copy the link and share it directly with your customer.
Event history on the customer page
The event history section on the customer page gives you a single, chronological timeline of everything that has happened related to customer updates, subscription changes, and invoice activity, along with who made each change and when.
A preview of the three most recent events appears directly on the customer page. To see the full timeline, click View all events in the event history module. This opens a side panel showing all events ordered from most recent to oldest. Some events can be expanded for more detail, and some can be clicked to open the related object in a new tab.