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Help » Customers

Create New Customer

To create a new customer, simply enter the following information:

1. Contact Details: Enter the name, address and contact information for your customer.
2. Billing Information: Enter the payment method your customer wishes to use and also whether or not VAT should be applied to invoices.
3. Login Information: Enter the username and password for your customer which they can then use to access their 'My Account' section to view or pay invoices which you generate for them.

View Customer Details

This section is the main view for your customer and enables you to do the following:

• View or edit your customers information.
• Re-send your customers signup emails if they ordered via an Order Form.
• View your customers paid or due invoices and also any credits which have been applied to their account.
• Create an invoice for your customer directly from this page.
• Login to your customers 'My Account'. The My Account is your customers personal billing system which enables them to view or pay invoices online and also update their information.
• Merge client accounts - Sometimes clients will signup under two different accounts so this feature enables you to merge two accounts together.
• Upgrade or downgrade a package - If you offer your customers various packages such as Bronze, Silver, Gold and a customers via an order form signs up to the Bronze, well from this page you can upgrade them to the Gold! (and generate a new invoice).
• Edit packages - You can edit the package details which your customers signed up to and alter items such as the price or cycle for that package.

Edit Package

This section enables you to edit a package which your customer has ordered.

• Price: Edit the price for the package.
• Setup Fee: Edit the setup fee for the package (if any).
• Start, Renewal & Renewed On Dates: This section enables you to edit the start date for that package, when it will next renew, and the date the last package was renewed on. Changing the renewal date will also able enable you to edit the date your customer will be billed as this is the date the invoice is generated.
• Cycle: You can change the cycle for a package so lets say your customer orders a monthly package and now wants to signup to the yearly option and be billed yearly, well they can! Simple change the cycle and when the renewal date is reached, a new package and invoice will automatically be generated.
• Payment Method: Change the payment method for the package which you or your customer wants to use.
• Status: You can manually edit the status of a package but please note that the 'Status' of a package can also be updated automatically when for example using auto-suspend rules (Settings -> Invoice Settings). Please see the Dashboard help for more information on each status.
• Options: View the selected options (if any) for that package which your customer selected when signing up. Please note that changing the cycle for a package will also affect the cyle/payment for that option (see Dashboard -> Create Option help for more information on options and cycles).

Upgrade / Downgrade Package

This section enables you to upgrade or downgrade a package which your customer ordered via one of your Order Forms in 4 simple steps:

1. Select the package your customer ordered and the one they want to change. Highlighted records are packages which have been upgraded or downgraded in the past.
2. Select the new package which your customer wants and any options (if available).
3. Review the new package details along with the calculated total which will be generated.
4. Click on 'Generate Invoice' and you're all done! An invoices will automatically be created and the package details updated.

Add Credit to Account

You can credit your customers account with a monetary value, similar to a credit note in a shop. This 'Credited' account will automatically be used for your customers next auto-renewal invoice (if any) or can be applied manually when entering a payment against an invoice.