Manual customers are added using the Manual data source. They require a user to update their records in the ChartMogul user interface with any subscription changes.

The manual data source is recommended when:

• Adding a small dataset of customers who do not require frequent updates.
• Customers are invoiced outside of your billing system or billed using a system not supported by ChartMogul.

Here's what we cover in this article:

• Key considerations
• Adding a manual customer
• Adding a subscription
• Updating a manual subscription
• Canceling a manual subscription
• How ChartMogul calculates MRR for manual subscriptions
• Deleting manual customers

Key considerations

Before adding a manual customer, please review the following information:

• Manual customers contribute to all reports and metrics, except for Gross Cash Flow and Net Cash Flow, as they do not have transactions.
• Create a manual plan. Only manual plans can be added to a manual customer to create a subscription.
• Manual customers can only have one active subscription at a time.
• Manual subscriptions are active until explicitly canceled.
• Once canceled, manual subscriptions cannot be re-activated. A new subscription must be added.

Adding a manual customer

1. Navigate to Customers and click NEW LEAD/ CUSTOMER.
2. Select Data source > Manual.
3. Add the customer's name (required) and any additional information you'd like to include. Once complete, click ADD.
   

Adding a subscription

1. Create a manual plan.
2. From Customers, select the customer record.
3. Click ADD SUBSCRIPTION.
   
4. Complete the following information:

• Plan — Select a manual plan from the drop-down.
• Currency — The billing currency for this customer.
• Amount paid — Final amount billed.
• Quantity — Amount of subscriptions.
• Subscription start date — Must be the present date or a past date. Future dates not accepted.
  

Click Add. ChartMogul creates the subscription and classifies it as active until it is explicitly canceled.

Updating a manual subscription

Navigate to the Subscriptions section of the customer’s record and click Edit. 

In the Modify Subscription window add the following MRR movements:

• Contraction — Decreasing the Amount paid or Quantity for the subscription.
• Expansion — Increasing the Amount paid or Quantity for the subscription.
  

Click SUBMIT to save your changes.

Canceling a manual subscription

Navigate to the Subscriptions section of the customer’s record and click Edit. 

Click CHURN SUBSCRIPTION to create a cancellation movement.

Click ERASE ALL RECORD OF THIS SUBSCRIPTION to remove the subscription and erase its historical data.

How ChartMogul calculates MRR for manual subscriptions

ChartMogul calculates MRR for manual subscriptions using:

• The plan interval ('day', 'month' or 'year') defined when you created the manual plan.
• The interval count defined when you created the manual plan.
• The amount paid when the subscription was added.

For example, a customer billed every three (interval count) months (plan interval) who pays $300 (amount paid), would have $100 MRR ($300 / 3 months = $100 MRR).

ChartMogul reports MRR for a manual subscription until the subscription is explicitly canceled.

Deleting manual customers

To delete a manual customer, navigate to their record by clicking their name in the Customers table.

Click Delete. ChartMogul will prompt you to confirm the deletion. Once confirmed, the customer and their historical data will be deleted.