Enter the Contact information to identify the customer and contact. The fields are self-explanatory with a few notes:
- The Primary Email address is used to deliver invoices, statements etc.
- The Customer ID is a text field which is intended to be used as a key or index to other systems to identify the customer. For example, it might be your own customer account number.
Click Update to save the contact information.
If you are using Fusebill's Self-Service Portal feature, you will also see a sub-menu under Contact where you can maintain the customer's access credentials to the portal page.
To specify a username, type it into the box. Click Update to save changes.
Note: The username must be unique across your entire Fusebill account.
Click Send Reset Password Email to automatically send a password reset email to the customer's primary email address.
To permanently remove a user's access to the portal, click Delete. Note that once deleted, the portal username can be reused.