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Creating a New Customer

To create a new Customer, go to Customers > New Customer. You will then need to enter the following details:

  • Customer Name: The name of the Customer. This name will be used to create Invoices.
  • Primary Email: The contact email your Sales team use to contact Customers. This email is not used by Meteroid.
  • Alias (External ID): The Customer’s unique identifier in your system.
  • Stripe Customer ID: If using Stripe for credit card payments, you can link an existing Stripe customer ID for seamless payment processing. (Note: Meteroid currently only supports Stripe for payment processing.)

Once created, you can update Customer details:

  • Name: cf. above.
  • Alias: cf. above
  • Primary email: cf. above
  • Invoicing email: Is used by Meteroid to send Invoices to Customers.
  • Phone number: Is not used by Meteroid. For your Sales team to contact Customers.
  • Balance: Customer credits, which can be manually adjusted based on commercial agreements. These credits will be used first when generating a new invoice.
  • Addresses:
    • Billing Address: This will appear on Invoice.
    • Shipping Address: If applicable.

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Import your Customers into Meteroid

To import your Customers into Meteroid, you can use the API provided by Meteroid, allowing for a smooth and programmatic transfer of Customer data.

📌 Note: If you have any questions or need support during the process, feel free to contact us at 👉 hey@meteroid.com.