A customer in Zenskar represents the business or individual entity that you bill. Every contract, invoice, and payment in Zenskar is tied to a customer record.Documentation Index
Fetch the complete documentation index at: https://docs2.zenskar.com/llms.txt
Use this file to discover all available pages before exploring further.
Data model
A customer sits at the top of Zenskar’s billing hierarchy. Once created, it connects to all downstream billing objects.Key fields
| Field | Description |
|---|---|
| Name | The customer’s display name, used on invoices and in the portal. |
| External ID | The ID assigned to this customer in your CRM or source system. Used to match records during sync and API calls. |
| Primary contact email for invoice delivery and communication. | |
| Business entity | Your legal entity (set up under Settings) that issues invoices to this customer. Cannot be changed after creation. |
| Billing address | Used for tax calculation and invoice generation. Must match the details in any connected external system. |
| Tax information | GST/VAT IDs for applicable jurisdictions. Determines how tax is applied on invoices. |
| Custom data | Arbitrary JSON metadata. Can be referenced in custom aggregate queries for usage-based billing. |
Relationships
- Contracts define the pricing terms and billing schedule for a customer.
- Invoices are generated against a customer based on their active contract.
- Payments are recorded against invoices and tracked at the customer level.
- Wallet holds credits from manual top-ups or unrefunded credit note balances, applied against invoice amounts.
- Secondary contacts receive specific email communications (e.g. invoice copies) separate from the primary contact.
- Entitlements track feature or usage limits granted to a customer.
Add a customer
Create customers manually, by CSV upload, via API, or through a connector.
Manage contacts
Add secondary contacts and control what communications each contact receives.
Customer wallet
Issue promotional credits and adjust a customer’s wallet balance.
Customer-facing portal
Let customers view invoices, payments, and entitlements self-serve.
API reference
Create and manage customers programmatically via the Zenskar API.