To add a new customer, click on Customers → Add. A window will appear to fill in the client details in the provided fields:
Portal password- login and password can either be automatically generated or you may choose to create them manually. The button is used to generate automatically a new login and - for a password.
Billing type- method with which you will bill the customer (prepaid or recurring).
Category- if customer is a private person or a company.
Full name- name and surname of the customer.
Billing email- email address of the customer only for the billing correspondence (several ones are separated by comma ",").
Phone Number- phone number of the customer (several ones are separated by comma ",").
Date of birth- birthday of the customer.
Identification- the passport number of the customer.
Partner- partner the customer belongs to.
Location- location the customer belongs to.
Date added- the date when the customer has been added.
Street- the customer's street name.
ZIP code- ZIP code of the customer's area.
City- the city of customer's residence.
Geo Data- physical coordinates of the customer.
The status of your customers plays a significant role in the system with regards to services and accounting. The status of a customer influences whether the system will account for the customer's services in a billing perspective and whether the customers service are active, suspended (blocked) or paused.
Here are descriptions of the different customer statuses for you to understand how this influences the system:
Automatically generated login and password are created based on the randomized characters. These characters and the format can be modified to your preferences.
To define these characters and its format , click on Config → Main→ Customers.
It is possible to personalize a customer's parameters with Additional field function in Config → System → Additional fields. These are custom fields you require for any given informational data within the system for your customers.
To create the additional field in the form of adding of the new customer or on the information tab of the existed customer, click on
Add and specify the necessary parameters: