Skip to main content
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:
  • 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.

​
Manage segments

​
Create a segment

1

Go to the Customers section

Navigate to the Segments tab and click New Segment.
2

Define segment details

Enter a name and an optional description for the segment.
3

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.
Each condition is defined by a field, an operator, and one or more values.
4

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.
5

Save the segment

Click Save to create the segment. It will immediately appear in the segment list with its customer count.

​
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

FieldValue type
CountryMulti-select (country list)
CurrencyMulti-select (currency list)
LanguageMulti-select (language list)
Invoicing entityMulti-select (your invoicing entities)
Payment method typeMulti-select (card, direct debit, etc.)
RelationshipHas parent / Has child
Tax IDPresence only
External IDPresence only
Custom propertiesMulti-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
These stats are kept up to date as your customer data evolves.

​
Filter the customer list by segment

Once you have created segments, they become available as filters in the main Customers list. Select a segment from the filter dropdown to narrow the list to only the customers that belong to that segment. This makes it easy to quickly navigate to a specific cohort without leaving the customer list — for example, to review all customers in a given country or all customers using a particular payment method.