How To
Step-by-step walkthroughs on how to manage all your customer accounts and relationships
How To: Manually Create a Customer
Easily add customers to Maple to manage billing and track your MRR and ARR.
How To: Assign an Account Owner to a Customer
Customers can be assigned to specific owners, such as the Sales Rep. or Account Executive who owns that customer relationship.
How To: Create and Assign Tags to a Customer
Maple allows you to create custom tags for customers, which can be used to trigger automated actions and segment your metrics for deeper insights.
How To: Assign a Parent
Maple supports hierarchical billing by allowing you to link child customer accounts to a single parent account for centralized invoicing. Tip: Before...
How To: Customize Notifications per Customer
You will find similar settings here to your global invoice settings (found in Settings > Invoices > Notifications ). These settings will only apply t...