Adding a New Customer

Login to the dashboard click customers and on the left side there is a button New Customer.

  • Permissions – Views this customer will have in the customer portal. Ex: if you turn off the support system the customer won't be able to use the support system.
  • Billing & Shipping – This information is used for invoices/estimates. If your customer has a different shipping address for invoices you will need to populate the shipping fields which will be also auto-included when creating a new invoice.
  • Advanced Options – Advanced options are listed in several fields.
    • Groups – Sort your customer into group after that you will be able to generate reports by groups and see which customer groups is the most valuable.
    • Currency – If this currency is not the system default currency when you add an estimate/invoice and select the customer the currency will be auto-changed regarding to what is selected in this field. NOTE: You won't be able to change the custom currency if there are transactions found.
    • Language – If you have multiple languages you can easily change the customer language. So when the customer is logged in and has set up a different language than the system defaults everything will be translated based on your translation for this language.
      • By default, all customer PDF data generated from the admin area are generated in the system's default language. If you want to generate in the customer language you can easily go to Setup->Settings->Localization and set Output client PDF documents from the admin area in the client language to Yes

Fill in all the necessary data and click submit.
You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -> Email Templates in client part.

Now your client can log in in the client's area from the URL

You can add new customers very quickly from the Quick Insert button on the top left dashboard menu.

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