Let's start to create a first customer.
Go to Customers in the menu to the left.
Click on the Create button in the right corner.
Fill in the necessary information on the customer.
Understanding the Fields in the Customer Creation Form
When creating a new customer in the Frisbii system, several fields need to be filled out to ensure that all necessary information is captured. Below is a detailed description of the key fields you will encounter in the customer creation form:
Customer Name: This field requires the full name of the customer. It is essential for identification and communication purposes.
Email Address: The customer's email address is crucial for sending invoices, notifications, and other communications. Ensure that the email is valid and correctly formatted.
Phone Number: This optional field allows you to enter the customer's contact number. It can be useful for direct communication if needed.
Billing Email Address: If you wish to send invoices to a different email address, you can set it up here.
Dunning Email Address: In B2B scenarios, companies often have a dedicated team that handles payment issues and prefer to receive notifications at a distinct email address. This field enables you to add an extra email address for sending dunning notification emails.
Company: The name of the organization that will be listed on the invoices
VAT Number: The VAT Number of the Client, applicable only if your client is another enterprise
Debtor ID: A Debtor ID is necessary if you wish to create accounting exports. You can either manually input a debtor ID for each client or opt to utilize our feature for automatic debtor ID generation
Once all the required fields are filled out, you can proceed to click the Create button to finalize the customer creation process. This will save the customer's information in the system, allowing you to manage their subscriptions and payments effectively.