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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:

• Invoicing entity: The invoicing entity you want to use to bill this Customer
• Customer Name: The name of the Customer. This name will be used to create Invoices.
• Alias (External ID): The Customer’s unique identifier in your system.
• Email address: The contact email your Sales team use to contact Customers. This email is not used by Meteroid.
• Invoicing email: The email you want Meteroid to use to send invoices to your Customers.
• Phone: An optional contact phone number for the Customer.
• Invoice language: The language this Customer’s invoices and credit notes are issued in. Leave it on Default (inherit) to use the invoicing entity’s setting. See Invoice language.
• VAT number: This field must be filled if you want to use Meteroid VAT tax engine.
• Registration number: The Customer’s company registration number, if you need it on their invoices.
• Custom taxes: This field must be filled if you want to apply custom tax rates or a tax rate outside of the EU. You can add several cumulative custom taxes.
• Tax status: Taxable (the default), Exempt, or Reverse charge. See Customer tax status below.
• Exemption reason: Shown when the tax status is Exempt or Reverse charge. The legal mention printed on the Customer’s documents.
• Billing Address: This will appear on Invoices.
• Shipping Address: If applicable. When it differs from the billing address, it is the destination used to match custom tax rates.

Once created, you can connect a customer to external providers by clicking “manage” in the integrations section. For example, if you use Stripe for credit card payments, you can link there an existing Stripe customer ID to a Customer created in Meteroid for seamless payment processing. 📌 Note: If “Disable all email notifications” is enabled in Settings > General, no business emails (e.g invoicing, payment emails) will be sent to Customers.

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Customer tax status

Tax status replaces the former Tax exempt checkbox with three states:

• Taxable — normal taxation. This is the default.
• Exempt — no tax is applied on any line of this Customer’s invoices.
• Reverse charge — the Customer accounts for the tax themselves. This is an explicit choice on top of the intra-EU B2B reverse charge Meteroid already derives from a validated VAT number.

Choosing Exempt or Reverse charge reveals Exemption reason, a free-text legal mention printed on the Customer’s invoices and credit notes. EU exempt and reverse-charge documents are legally required to carry one. 📌 Note: Tax status is hidden while the Customer has Custom taxes defined, because those rates govern the Customer’s taxation entirely. The Customer’s tax status is the first thing Meteroid looks at when taxing an invoice line — it outranks tax categories, custom rates and the calculated VAT. The full order is documented in Managing taxes.

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Import your Customers into Meteroid

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Import Customers via API

To import your Customers into Meteroid, you can use the API provided by Meteroid (you can find the documentation to import customers here), 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.

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Import Customers via CSV

To upload Customers in bulk via CSV:

1. Go to Customers > Import CSV.
2. Upload your CSV file following Meteroid’s required structure.

📌 Need a template? We can provide a ready-to-use CSV template to help you format your data correctly. Simply reach out to 👉 hey@meteroid.com 💡Note: You can monitor and manage batch processing at any time by consulting the Developers > Batch Jobs section. This allows you to track the progress and see if the import was successful, partially successful, or failed. 💡Note: You can also export your Customers in bulk to CSV from the Customers list.

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The Customer page

Once a Customer exists, their detail page centralizes everything about the account:

• Billing info — contact and billing details, addresses, tax settings, and linked external providers.
• Subscriptions, Invoices & Payment methods — the account’s active subscriptions, past invoices, and saved payment methods.
• Analytics — MRR trend, billed revenue, and per-metric usage for this Customer.
• Signals — which risk or opportunity segments this Customer currently belongs to.
• Activity — a timeline of recent actions on the account.