Creating a customer is the process of entering customer data for further accounting in all relevant operations.
Follow the written instructions below or watch the video.
Select Billing accounts from the menu and click the Customers tab..
To create a customer, click on the Add Customer button located in the upper right corner.
In the Customer details section, enter the customer’s contact information.
The fields first name, e-mail and company are mandatory. Please note that the specified email will be used by the customer as a login for their Customer Portal. Once the customer has authorized in the Portal using the specified email, it can only be changed or deleted by the customer.
If other data are available, it is also recommended to enter them for your convenience in working with this customer in the future.
Select the language for sending notifications. By default, all notifications will be sent in English, unless you specify otherwise. If the language you are interested in is not on the list, you can leave a request at support@rainex.com.
And if desired, create a custom ID for the customer. If you do not enable this field and do not enter data in it, a random combination of numbers and letters of the Latin alphabet will be generated as the ID.
Please note that the Email, Company LinkedIn Url and Website fields are parameters to improve the accuracy of the GetLeads prospecting. Fill them in and generate leads that perfectly match the profile of your relevant customer.
If you will receive recurring automatic payments from the customer, you need to enable Auto-collection at the moment of creating the customer or editing their data.
If you enable auto-collection, when the client is created, be sure to go to the customer card, find the payment methods section and click add payment method. Or click request payment method in the upper right corner of the client card. Without the added payment method, auto-collection will not work.
Please note that creating a link and directly sending it to the customer for enabling auto-collection from the customer side is available only if you have a valid integration with one of payment gateways in your Rainex account.
Finally, fill in the information in the Billing Address section.
Fill in the customer data, which will be used to calculate the value added tax and generate the invoice.
Please note that for some countries it is necessary to select the state as well, as tax laws differ within that country.
Fill in the TAX number field for customers who are legal entities and leave the field blank for individuals. This field is also crucial as it is the basis for calculating the VAT on the invoice for this customer.
After filling in all the fields, click on the Create button in the upper right corner.
