Add a new customer

Adding a new customer:

To start with you will need to fill in the required information for your customer, which will include:

• Full name
• Email address
• Password - 6 Character (if you leave the password blank the system will autogenerate one)

Then you will have the optional information on the right side, which will include:

• Telephone number
• Address details 

* You can add the telephone and address details at a later stage.

Once you have completed all this information about your customer, click on the "CREATE CUSTOMER" in the required information box.   You will then be directed to a full information page about that customer.  (You can also view this section in the Customers > Manage Customers).

On the left side of the page:

At the top, you are able to view your customer ID - customer name and email address.

In the customer info box you can view:

• Date the customer was registered, 
• Services
• Balances
• Invoices listed 

You are able to view and add information about the customer:

• View or add any customer notes
• View or add any additional contacts
• View services
• View invoices or create new quotes (you are only able to create a new invoice from a new quote).
• View any payments the customer has made
• View or add new quotes
• View or add tags for your customer
• Custom FX rates
• View or add Customer credits

On the right side of the page:

You are able to edit the customers:

• Full name
• Email address
• Phone number
• Password
• With the option to select a reseller for that customer.

When you complete this - click update customer to save any changes.

Next, we have the billing settings:

If you click on the box, this customer will not be suspended for late payments.

You are able to add the following in this section:

• Tax ID
• ID/SSN
• Tax Rate %

Below that, you have the customer's location, if you have not put an address for the customer, their location will not be displayed.  You have the option to search for a location or add GPS coordinates.

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Please click on our "Support" button at the top right of the page if you have not found any information to assist with what you needed in this section.