Adding a new customer

To add a new customer, click on the Customers Menu → + Add. A window will appear for you to fill in the client details in the provided fields:

Add customer

  • Login and Password - Login's and Passwords can either be automatically generated or you may choose to manually create them . The Generate button button is used to automatically generate a new login andGenerate button for passwords.
  • Type of billing - method in which you will bill the customer (prepaid or recurring)
  • Full name - full name and surname of the customer
  • Email - email address of the customer (Multiple supported separated by comma ",")
  • Phone Number - phone number of the customer (Multiple supported separated by comma ",")
  • Category - if customer is a private person or a company.
  • Date of birth - birthday of the customer
  • Passport - 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 - Street of the customer address
  • ZIP code - ZIP code of the customer address
  • City - city of the customer address
  • Geo Data - physical coordinates of the customer

Customer status

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 stopped.

Here are descriptions of the different customer statuses for you to understand how this influences the system:

  • New (Not yet connected) - This is the status given to newly added customers by default.
  • Active - This status allows the customer access to their services and the system accounts for their services based on their Billing settings.
  • Inactive(Doesn't use services) - This status stops customers services and the system from accounting. It is the status given to customers' automatically when they've reached there Grace period. This status is given to customers who will no longer use your services and enables the deletion of customers
  • Blocked - This status suspends customers services due to non-payment/failed to make payment on time, while system still accounts for customer services in a billing perspective.

Automatically generated login's and password's are created based on randomized characters. These characters and the pattern can be modified to your preference.

To define these characters and pattern , click on Config → Main→ Customers.

Customers configuration

Character generator

It is possible to personalize a customer's parameters with the 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.

When you create an additional field for a customer, select Add to get the parameter in the "add customer window" as well as the customer's profile by default.

Create additional field