---
sidebar_position: 1
title: Customer Records & Billing Contacts
description: Managing customer master records, parent-child corporate hierarchies, billing contacts, and payment methods in GAAPx.
keywords:
  - customer record
  - billing contacts
  - customer hierarchy
  - AR subledger customer
---

# Customer Records & Billing Contacts

**A Customer Record in GAAPx** represents the commercial entity with which your organization enters into agreements, issues invoices, collects payments, and tracks receivables. GAAPx maintains a unified customer master record that synchronizes across your CRM (Salesforce, HubSpot) and General Ledger (QuickBooks Online, NetSuite).

:::info SCREENSHOT PLACEHOLDER: Customer Detail Record
**Location in App**: `App > Customers > [Customer Name]`  
**Visual Description**: Customer record overview showing active contracts, lifetime TCV, current AR balance, dunning status, and primary billing contacts.  
**Recommended Dimensions**: `1200 x 675`  
:::

---

## Key Customer Record Components

### 1. Hierarchy & Corporate Structure
GAAPx supports flexible parent-child account structures to accommodate complex enterprise organizations:
* **Parent Account**: The global headquarters entity (e.g., *Global Holdings Inc.*).
* **Child Accounts / Subsidiaries**: Regional or departmental purchasing units (e.g., *Acme EMEA Ltd.*).
* **Consolidated vs. Decentralized Invoicing**: Choose whether child order forms roll up into a single consolidated invoice or dispatch separately to regional AP teams.

### 2. Billing Contacts & Communication Routing
Each customer record can have multiple assigned contacts:
* **Primary Billing Contact**: Receives invoice PDFs, billing reminders, and automated receipt confirmations.
* **AP / Portal Contact**: Designates email addresses and portal endpoints monitored by the **AI Collections Agent**.
* **Executive Sponsor / Sales Contact**: Notified automatically when payment disputes or escalation flags are raised.

### 3. Payment Methods & Terms
* **Standard Terms**: Default payment terms (e.g., `Net 30`, `Net 45`, `Due on Receipt`, `Custom Milestones`).
* **Auto-Pay Instruments**: Securely tokenized Stripe credit cards or Plaid ACH bank authorizations.
* **Credit Limit & Risk Rating**: Configurable credit thresholds and real-time DSO scoring.

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## Customer Synchronization Rules

| Source | Field Synced to GAAPx | GAAPx Action / Rule |
| :--- | :--- | :--- |
| **Salesforce / HubSpot** | Account Name, Domain, Billing Address | Creates / updates GAAPx Customer Record |
| **Salesforce / HubSpot** | Primary Contact Email, Phone | Sets initial primary billing contact |
| **QuickBooks / NetSuite** | Customer ID, Currency, Tax ID | Maps subledger entity ID to GL Customer record |
| **GAAPx Subledger** | Open AR Balance, Overdue Invoices | Pushes updated credit exposure back to CRM |