Scope

What are the ways in which a customer record is created in Chargebee?

Does a new subscription automatically create a customer record with Chargebee?

What are the easiest methods by which I could configure customers in Chargebee?

Summary

In Chargebee, a customer record can be created in three different ways,

• Automatically, when a new subscription is created

• Manually through the UI

• Using the API

When a New Subscription is Created

A Customer record gets automatically when a new subscription(not linked to a customer record) is created through the hosted page, Chargebee UI, or API.

Info: How Hosted pages work - Here, when your customers subscribe to one of your plans using the checkout page, a corresponding customer and subscription record will be created in Chargebee.

Note: Introducing Jump to section, with this enhancement users can easily navigate between sections on Leap UI detail pages such as the Customer Details page, and Subscription Details page. Refer to this link for more information.

Using the UI/Admin console

To create a new customer go to, Chargebee Dashboard, Customers > Create Customer. To create a subscription for that customer you can use the Create subscription option from the Action panel to the right.

Using API
You can use the create customer using the API or create a subscription API to create a subscription along with a customer record.

Here is more information on the checkout page.

Related articles and Documentation

How to create a subscription/customer without Chargebee's checkout?