Adding new customer

To add a customer, click on the Customers Menu → + Add. The window will pop up where you will fill in the next fields:

Add customer

  • Login and Password - it is possible to generate a new login and password or add it manually. The button Generate button is used for generation of new login and password.
  • Type of billing - if customer is fully prepaid or we will charge him monthly (recurring charge).
  • Full name - full name of the customer
  • Email - email of the customer
  • Phone Number - phone number of the customer
  • Category - if customer is a private person or a company
  • Birthday - birthday of the customer
  • Passport - passport of the customer
  • Partner - partner of the customer
  • Location - location of the customer
  • Date add - the date when the customer has been added
  • Street - Street of the customer
  • ZIP code - ZIP code of the customer
  • City - city of the customer
  • Contract ID - contract ID of the customer
  • Custom Status - the options are: customer, deactivated, new
  • VAT ID - the vat ID

Login and password are created based on pattern.

To define the pattern, click on Config → Main→ Customers. This is a way to define symbols for generation of login and password.

Customers configuration

Character generator

It is possible to personalize customer's parameters with the function Additional field in Config → System → Additional fields.

When you create the additional field for a customer, select Add to get the parameter in the customer's profile by default.

Create additional field