Customer Fields

Field Name	Data Type	Required (C = Conditional)	Notes
Record Type	String(3)	Y	Must be set to “CUS”
Update Mode	String(1)	N	U = Update I = Insert (default) Set to “U” to indicate this is a previously sent invoice that now needs to be updated (e.g., the invoice was adjusted or cancelled). If blank, defaults to “I’ indicating Insert.
Customer Account Number	String (50)	Y	The unique customer account that is displayed on invoice.
CRM Customer ID	String (25)	N	This is the internal ID of the customer in the CRM system. Used to synchronize information between systems
ERP Customer ID	String (25)	N	This is the internal ID of the customer in the ERP system. Used to synchronize information between systems
CUS Custom Options	String (100)	N	Used for customization, leave blank unless instructed otherwise
Postal Mail Enabled	Boolean	N	If Y, then invoices will be delivered by first class US postal mail. Please contact support beforehand, additional charges apply.
Notification Preference	Enum	N	refers to the customer preference in receiving their invoices, payment receipts. They can choose between 'None' - No Emails except dunning/overdue notices   'HTMLEmail' - Email contains invoice in HTML format   'EmailWithPDF' - HTML email with pdf attachment (Default)
Currency Code	String(3)	N	Currency code, default to “USD” if not provided
Outstanding Balance	Money	N	Set this value to indicate the net total of what the customer owes across all open invoices. Usually set on the initial load only to indicate any carried forward balances.
Display Name	String (100)	N	Override to display a different name from the first and last name.
Status	Enum	N
Custom Field1	String (100)	N	Please contact support for custom fields. These fields display on the “Settings” tab of the Customer Account Summary page in the eBill admin portal.
Custom Field2	String (100)	N
Custom Field3	String (100)	N
Custom Field4	String (100)	N
Custom Field5	String (100)	N
Custom Field6	String (100)	N
Custom Field7	String (100)	N
Custom Field8	String (100)	N
Custom Field9	String (100)	N
Custom Field10	String (1,000)	N	Note that the 10th field is extra long and is stored encrypted.

CustomerContact Fields

First Name	String (30)	Y	Billing Contact’s First Name
Last Name	String (30)	Y	Billing Contact’s Last Name
Company Name	String (50)	N	Name of the Organization
Primary Email	String (100)	Y	Email that invoice notifications and payments receipts are sent.
Login	String (50)	C	Used by the customer to manage their account information. If left blank, system will use the email as the Login. Not applicable if the customer will not be using the self-service portal
Password	String (50)	C	Used by the customer to manage their account. The system can auto generate this field if desired. Not applicable if the customer will not be using the self-service portal. This field cannot be retrieved again since a cryptographically secure hash of the password is stored.
Primary Phone	String (10-30)	N	If supplied, must be between 10 to 30 characters
Cell Phone	String (10-30)	N	If supplied, must be between 10 to 30 characters
Street	String (100)	N	Customer address will be used as the default “Bill To” address if there is no “Bill To” address at the Invoice level.
Suite/Dept	String (100)	N
City	String (50)	N
State / Province	String (50)	N
Zip / Postal Code	String (20)	N
Country	String (50)	N

The following payment methods must be encapsulated inside a generic PaymentMethodDTO object. See the Section 4.1.7 for an example.

CreditCardPaymentMethod Fields

Field Name	Data Type	Required (C = Conditional)	Notes
Customer Account Number	String (50)	Y	The unique customer account that is displayed on invoice.
CRM Customer ID	String (25)	N	This is the internal ID of the customer in the CRM system. Used to synchronize information between systems
ERP Customer ID	String (25)	N	This is the internal ID of the customer in the ERP system. Used to synchronize information between systems
CCD Custom Options	String (100)	N	Used for customization, leave blank unless instructed otherwise
Autopay preference	Integer	N	A number from 1 to 3 indicating the order in which payments will be attempted if this customer has more than 1 payment method on file. If blank, then 1 is assumed
Credit Card No	String(20)	Y	The credit card number (saved in encrypted form). This field cannot be retrieved once processed.
Card Expiry Date	String(10)	Y	The credit expiry date in MM/YYYY format (saved in encrypted form). This field cannot be retrieved once processed.
Card Type	String(16)	Y	Valid card types are one of: 'Mastercard', 'Visa', 'Amex', 'Discover', 'JCB', 'Diners'
Cardholder Name	String (100)	N	Note that not sending these values will affect your AVS (address validation service), and consequently the merchant fees charged by your payment processor
Cardholder Street	String (100)	N
Cardholder City	String (50)	N
Cardholder State	String (50)	N
Cardholder Zip	String (20)	N
Cardholder Country	String (50)	N

ACHPaymentMethod Fields

Field Name	Data Type	Required (C = Conditional)	Notes
Customer Account Number	String (50)	Y	The unique customer account that is displayed on invoice.
CRM Customer ID	String (25)	N	This is the internal ID of the customer in the CRM system. Used to synchronize information between systems
ERP Customer ID	String (25)	N	This is the internal ID of the customer in the ERP system. Used to synchronize information between systems
ACH Custom Options	String (100)	N	Used for customization, leave blank unless instructed otherwise
Autopay preference	Integer	N	A number from 1 to 3 indicating the order in which payments will be attempted if this customer has more than 1 payment method on file. If blank, then 1 is assumed
ABA Routing Number	String (9)	Y	The 9 digit routing number found on the check that identifies the unique FDIC bank.
Account Number	String (128)	Y	The customer’s bank account number
Institution Name	String (50)	Y	Name of Bank
Account Type	String (16)	Y	Must be “Savings” or “Checking” to indicate the account type.
Account Name	String (50)	Y	This is normally the company name or the account holder name.
First Name	String (50)	N	These settings may be required depending on your ACH processor/bank
Last Name	String (50)	N
Accountholder Street	String (100)	N
Accountholder City	String (50)	N
Accountholder  State	String (50)	N
Accountholder Zip	String (20)	N

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4.1 Retrieve Customer