Add customer

A customer is your client (an individual or a company) to whom you provide services.To create a new customer, click + Customer on the customer list page and fill in the details. To save the customer, click Save. To save and continue editing the customer details, click Save & Edit details. To create more customers, click Save & Add a copy.

Type a unique name for the customer.

Choose the customer’s balance model:

• Prepaid – the customer first pays for the services and then uses them (e.g., they are not able to make calls or use the internet without topping up their balance first)
• Postpaid – the customer pays for the services at the end of their billing period

Choose a currency in which you will charge the customer.

To prevent misuse of services and fraudulent traffic, set up a credit limit for a postpaid customer. The balance for postpaid customers indicates the amount of money owed to the service provider. Once a payment is made, the balance decreases. When the balance reaches the credit limit, the customer is no longer allowed to use the services.

For a prepaid customer, you can specify the initial customer payment.

The balance for prepaid customers indicates the currently available funds. When a payment is made, the balance increases.

Choose a business model for the customer. A business model defines the type of service provided to the customer (for example, cloud PBX, internet access, etc.).

Select a customer class for the customer. A customer class defines a set of parameters shared by a specific group of customers. For example, you can create two separate classes – one for retail customers and another for business customers – each with parameters relevant to that category. Then, simply assign the appropriate class to each customer to ensure that all customers in the same group share the same settings (such as grace period, invoice template, taxation, notification list, etc.).

If a customer class has a specific currency defined, it can only be assigned to customers billed in the same currency.

Choose a billing period for the customer. A billing period defines the frequency of invoicing for this customer.

Choose the time zone in which the customer’s billing period closes and invoices are generated.

If a mandatory custom field has been assigned to a customer class, additional fields appear for entering the customer’s extra information (e.g., driver’s license ID, tax code, etc.).