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Billing

Customers: records, cards and defaults

Updated September 1, 2026

A customer record ties together contact details, saved cards, subscriptions and invoices — everything about one buyer in one place.

Working with customers

  • Create a customer with a name and email; metadata fields hold anything extra you need
  • Attach a card by tokenizing it — the customer detail page does this in one step
  • Set a default card so subscriptions and automatic invoices know what to charge
  • Detach cards that are expired or replaced

Use the search box on the Customers page to find people by name or email, then open the record to see their cards, subscriptions and invoice history.