Customer segments let you slice your customer base into dynamic, rule-based groups — for example “Enterprise customers in France paying by direct debit” or “All customers with a parent company”. As your billing operations scale, treating every customer the same becomes impractical. Segments give your finance and revenue teams a way to define cohorts based on billing attributes (country, currency, payment method, invoicing entity, custom properties, etc.) and instantly see which customers fall into each group. Unlike static tags or manual lists, segments are evaluated continuously: when a customer’s data changes, their segment membership updates automatically. Common use cases include:Documentation Index
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- Regional billing analysis — group customers by country or currency to review revenue distribution across markets.
- Payment method monitoring — identify customers without a payment method on file or those using a specific gateway.
- Entity-level reporting — filter customers by invoicing entity for compliance or accounting purposes.
- Custom cohorts — combine custom properties with standard fields to build segments that match your business logic, such as plan tier, industry vertical, or contract type.
- Handpicked lists — add a condition on specific customer IDs to build a segment from an explicit list of customers, useful when no shared attribute can define the group.
Manage segments
Create a segment
Add rules and conditions
A segment is made of one or more rules, each containing one or more conditions.
- Conditions within a rule are combined with AND logic — a customer must match all conditions in the rule.
- Multiple rules are combined with OR logic — a customer belongs to the segment if they match any rule.
Preview matching customers
As you build your rules, a live preview table shows matching customers in real time. The table is paginated and searchable, and its columns dynamically adapt to display the fields used in your conditions.
Edit a segment
You can edit any segment by clicking on it in the list. The same form is displayed inline — update rules, conditions, or details, and save directly without a modal. The live preview updates as you modify the rules, so you can see the impact of your changes before saving.Delete a segment
To delete a segment, open the actions menu and click Delete. A confirmation modal will appear — deletion is permanent and cannot be undone.Available filter fields
| Field | Value type |
|---|---|
| Customer | Multi-select (search and pick specific customers) |
| Country | Multi-select (country list) |
| Currency | Multi-select (currency list) |
| Language | Multi-select (language list) |
| Invoicing entity | Multi-select (your invoicing entities) |
| Payment method type | Multi-select (card, direct debit, etc.) |
| Relationship | Has parent / Has child |
| Tax ID | Presence only |
| External ID | Presence only |
| Custom properties | Multi-select from authorized values |
Segment stats
The segment list displays stats for each segment:- Customer count — the number of customers matching the segment’s rules
- Percentage — the share of your total customer base that belongs to the segment