The customer page is your central view of each customer's financial relationship with your business. Access it from Customers > All customers by selecting a customer.
What you can see on the customer page
Customer summary: Displays ARR (annual recurring revenue), customer tenure, and billing status at a glance. Billing status is good standing (no overdue invoices), past due (one invoice less than 14 days overdue), or delinquent (multiple overdue invoices or at least one more than 14 days overdue).
Company and billing information: Company address, signer details, and payment methods pulled from your CRM and payment integration.
Subscription tabs: One tab per subscription, showing start and end dates, billing frequency, payment terms, auto-renewal status, total contract value (TCV), and products and services.
Invoices: A list of all issued, draft, and finalized invoices linked to the customer.
What you can do on the customer page
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 the subscription.
Manually enter usage data for usage-based subscriptions.
Access the customer portal to share a self-service view with your customer.
The 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.
Access it by clicking View customer portal at the top of the customer page. You can share the link directly with your customer.
Next steps for getting started
Once you are set up and running, a few additional things are worth exploring:
Automated invoice collection: Turnstile can automatically follow up on overdue invoices.
Notification preferences: Configure what events trigger in-app notifications from Settings > Notifications, and optionally connect Slack for team-wide alerts.
Analytics: Track ARR, subscription growth, and bookings from Reporting > Analytics.
For anything not covered in the getting started guide, visit the Turnstile Help Center.