Customers

In Floatless, a Customer is more than just a name in a database; they are a complete "Billing Entity". This means a single customer profile holds all the logic required to issue accurate legal invoices.

The Billing Profile

When you create a Customer, you are defining the configured defaults for all future interactions:

  • Primary Currency: The currency you will bill them in (e.g., USD or CAD). Once set, this often limits what Products they can buy (currency matching).
  • Tax Status: Whether they are taxable or tax-exempt (e.g., non-profits or resellers).
  • Billing Address: Used to calculate the correct tax jurisdiction.

Contacts vs. Customers

It is important to distinguish between the Entity and the Person.

  • Customer: "Acme Corp" (The Legal Entity paying the bill).
  • Contact: "Jane Doe, Accounts Payable" (The person receiving the email). Floatless sends the email to the Contact, but issues the invoice to the Customer.

Auto-Pay Configuration

The Customer profile also stores payment preferences.

  • Card on File: You can store a secure token for a credit card.
  • Auto-Pay Enabled: If enabled, Floatless will automatically attempt to charge the card on the invoice due date.
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    Churn Prediction: In the background, Floatless analyzes payment patterns to calculate a "Churn Risk Score" for each customer, helping your success team prioritize outreach.

    AI Health Monitor

    For every customer, Floatless provides a real-time health analysis on their profile page:

    • Churn Risk: Rated as Low, Medium, or High based on usage drops and payment failures.
    • Revenue Prediction: An AI forecast of their next month's spend.
    • Engagement Signals: Alerts if a customer stops logging in or downgrades their plan.
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      Smart Retention: If a customer is flagged as "High Risk", the AI will automatically suggest a retention offer (e.g., "Offer 20% off for 3 months") that you can approve with one click.

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