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Adding a New Customer via Dashboard

In the Customers section, you can easily add new customers by clicking on New Customer CTA.

After the modal shows up, please follow these steps to input customer details:

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Customer Information

• Customer Name: Enter the full name of the customer or organization.

• Primary Contact Email: Provide the primary email address for customer correspondence. This email will be used for invoices, updates, and notifications.

• First Name / Last Name: Input the first and last name of the primary contact person associated with the account.

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Location Details

• Country: Select the country where the customer is based from the dropdown menu.

• Billing Currency: Choose the preferred billing currency for this customer, in accordance with ISO 4217 standards.

• Address (Optional):

  • Address Line 1: Enter the primary address for the customer.
  • Address Line 2: (Optional) Enter any additional address details.
  • City: Input the city for the customer’s address.
  • State: Enter the state or region (if applicable).
  • Postal Code: Input the postal code or ZIP code.

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Tax Information

• Tax Rate: If applicable, enter the tax rate for this customer. This rate will be applied to their invoices. The default value is set to 0.00%. If you have an integration set up to manage taxes, this will be automatically managed by the integration.

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External Identifiers

• Add External ID: Add any external identification codes, if necessary. These can be used to link the customer to an external system for tracking purposes.

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Legal Entity

• Legal Entity: Select the legal entity under which this customer will be billed. This ensures accurate invoice generation.

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Editing Customers

The Customer Profile page allows you to manage key details for each customer, including billing preferences, contact information, and payment methods. Below is a breakdown of the various sections and how to manage them.

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Business Information

This section shows the customer’s billing preferences.

• Business Name: The registered name of the customer’s business.
• Currency: The currency in which the customer prefers to be billed.
• Invoicing Flow: Indicates which invoicing process is applied to this customer.
• Payment Terms: The agreed payment terms for the customer, e.g. Net 30 (payment is due 30 days after the invoice date).
• Auto Pay: Whether or not auto payment is enabled.

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Billing Address

The address used for billing, tax, and invoicing purposes.

• Country: The customer’s billing country.
• Address Line 1 & 2: The full address details.
• City: The city where the customer is located.
• State: The state or region.
• Postal Code: The postal code.

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Tax Settings

This section manages customer-specific tax rates and obligations.

• Country (Optional): The country for which tax settings apply.
• Tax ID (Optional): The Tax ID or VAT number.
• Tax Rate: The applicable tax rate for this customer.

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External Identifiers (Aliases)

Identifiers from your internal systems, often used for usage-based metering. These connected account IDs serve as aliases by default.

• Alias: The identifier or alias for the customer.

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Contacts

Manage the customer’s primary contact information and email preferences.

• Primary Contact Information:
  • Name: The primary contact’s name.
  • Email: The email address for this contact.
  • Email Preferences: The contact’s email preferences.
    • Example: Billing, Updates, Legal

To add a new contact, click + New Contact.