The base of a subscription

Customers are of course your most valuable asset. In Upodi, Customers have a profile which contains information on the customer and associated payment methods, i.e. a credit card.

A customer holds information such as contact details, addresses and currency. This information is used when billing customers for their subscriptions, and will be included on the final invoice of a billing cycle.

Using the API

curl -X POST
-H 'Content-type: application/json'
-H "Authorization: Bearer Zjc0YjNjMTMtNWIwNi00MGMxLTljMjctMzhiM2EzZmE5NGRk;" 
-d '{ ' \
-d ' "accountnumber" : "CU-000120", ' \
-d ' "currencycode" : "EUR", ' \
-d ' "autobill" : true, ' \
-d ' "fullname" : "Sample Customer" ' \
-d '}'
UpodiService upodi = new UpodiService("aab31984-0256-4d10-afe2-c6a4f35bcf40");
var customerId = upodi.Customers.Create("CU-0020", "Customer Account", "EUR");

Preferrence currency

A customer will have a preferred currency or the default currency. This states in which currency the customer will be billed. Upon a billing cycle Upodi will try to fulfill this preferrence by matching the customer currency with currencies that you have made available in the product plan. Should a match exist, the subscription and following invoices, will be in the matching currency. If no match is found, the product plan default currency is used.


Currency calculations

Upodi does not calculate pricing on currencies. We merely pass on the currency between states of subscriptions and match these with the proper payment.

Bill To Parent

When a customer has a parent customer set up it can also be set to bill to this parent. This practically means any invoices, manual or from subscriptions, being generated for the customer with bill to parent enabled will instead be billed directly to the parent customer. This means it will pay using the parent's payment method, send the invoice to the parent's email and export it to the ERP invoiced to the parent customer. The information from both the parent customer and the child customer can be used in the Customer e-mails.

Auto Billing

A customer is by default set to auto billing. Auto billing means the invoices generated from subscriptions will automatically go through the booking flow. The booking flow can include payment, dunning, emailing the invoice and finally exporting the invoice to an ERP. Click it off if you want to inspect the invoices for your customer prior to manually booking the invoice. This allows you to edit the invoice content in case this customer needs some special attention.


A customer has two types of references. Your reference, which is the reference at the customers' party. These are created as Contact of the type Your Reference. Our reference, which is meant for some identification at the seller's party identifying the selling part in case there are questions regarding the invoice. These are typically printed on the invoice directly as a name or a phone number for example.


We're always happy to help with code or other questions you might have! Search our documentation or contact helpdesk. You can also chat live with us using the Intercom icon.

What’s Next

Go to Subscriptions or delve into the Customer Objects and Endpoints.