Entering and Editing Customers
Make sure that servers have been validated and synched prior to entering new customer information, in order for new servers and lists to appear in the billing system.
1. Go to Utilities: Administration: Billing: Customers: Configure.
2. Click create new customer.
3. Enter contact information about the customer on the Basic Information Tab:
Company - The company associated with this customer.
Contact Name - The name of the contact associated with this customer.
Email Address - The email address of the contact. This address will receive invoices.
Additional Addresses - Additional email addresses that should receive invoices for this customer.
Phone Number - The phone number associated with this customer.
4. Enter the contract Type. Types are created in Utilities: Administration: Server: Server Settings: Advanced: Billing. See Billing Initial Setup for more information.
5. Specify whether or not this account Is Active.
6. Specify a Payment Method for this customer:
Free - This customer does not pay for your services.
Invoice - This customer receives an invoice, and pays by money order or check.
Credit Card - This customer pays by credit card. Credit card information may be entered in the Payment Information tab.
7. Select an Invoice Template that should be used for this customer when sending out bills. If you have no options here, you must create an invoice template. See Billing Initial Setup for more information.
8. Select a Web Template that should be used for this customer when sending out bills. If you have no options here, you must create a web template. See Billing Initial Setup for more information.
9. Click on the Payment Information tab if the customer is paying by credit card, and enter the Credit Card Type, Credit Card Number, and Credit Card Expiration.
10. Click on the Information tab, and enter any additional Customer Information that you would like to record for this customer.
11. Click on the Additional Settings tab.
12. Enter the Start and End Date, if applicable.
13. Enter the Salespeople responsible for this account, if applicable.
14. Enter a note that you would like to be included in your invoices to customers.
15. Click Save.
Once you've created a customer, you must next create at least one billing group for the customer.
More
1. Billing
3. Adding, Validating and Syncing Servers
5. Creating Additional Charges
6. Creating New Customers
8. Assigning Hosting Plans, Charges and Lists
10. Running Bills
15. Billing Reports
17. Viewing a Customer's History
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