Creating a Customer Manually

When adding a customer manually, you create a customer account that contains:

• Contact Information
• Addresses, including billing addresses and optional shipping addresses
• Payment information and billing preferences for this customer are discussed in Managing Customer Billing Settings and Payment Methods

Multiple subscriptions can be added to the Customer. The subscriptions available depend on the price plans you've set up. See Working with Subscriptions.

Some general notes about creating customers in Fusebill:

• There are no mandatory fields.
• When a new customer is created, they are in "Draft" status. You can then proceed to create Subscriptions, manage payment methods, etc. before you activate the customer.

To create a customer:

1. From the Customer tab, click on Create Customer.
2. The Contact Information section contains the customer's contact details for the purpose of emailing invoices, communications, and so on. These fields are used to populate the customer section at the top of invoices and can be leveraged as merge points in email communications or as labels in the Customer Self Service Portal. Fusebill does not enforce any mandatory Customer Contact fields but strongly advises that at least one Customer Contact field be populated in order to facilitate customer management. 
    
   • Company Name: This field can hold the Company name of the customer for billing entities that represent a Business to Business relationship to the Account
   • Customer Name: The primary billing contact of the customer entity, broken down as Salutation, First Name, Middle Name, Last Name and Suffix
   • Email: You can enter both a Primary and Secondary Email Addresses on a billing entity. If desired, multiple email addresses can be maintained in these fields separated by a semi-colon (;). The Primary Email Address field is used by the Fusebill system as the destination email for any outgoing communications with the customer. Secondary email addresses are for informational purposes only.
   • Phone: Both primary and secondary phone information can be maintained for informational purposes on a customer entity. These fields can hold alpha-numeric information and phone number formatting is not enforced by the Fusebill System.
3. The Identification section contains some general data about the customer.
   

   • The Customer ID field is any arbitrary identifier that you may use to uniquely identify this customer in your own systems. Fusebill does not enforce any validation or uniqueness rules on this field.

     Note: The Customer ID field label can be customized to match your own internal processes or systems. See Configuring Display Defaults: Customer Labels for more information.

   • The Currency field will be displayed if your Fusebill environment is configured to support more than one currency. Choose this Customer's currency from the drop-down.

     Note: Once a currency has been assigned and the Customer has been activated, it cannot be changed.

   • If you are using Fusebill's Hierarchy feature, the Parent ID field will also be displayed in this section. Setting the Parent ID on a customer will set the newly created customer as a child of the parent and provide them access to their parent's payment method(s). If a customer is flagged as being entered as a child than a ParentID must be submitted before being able to press the Create button. Specify a parent ID directly or use the Search tool to look for the Parent using common fields. The selected parent must meet the following criteria, otherwise, you will receive an error:
     • It cannot already be a child of another record (i.e. you cannot establish a grandparent relationship).
     • It must be configured to use the same billing currency as the current customer.
     • It must be an "Active" customer.

4. The Sales Tracking section allows you to segment your customer base by up to five predefined categories of values. These values can be used with Fusebill reports to provide more detailed reporting by segment, and they can also be used to limit the view of customers by users of the system. See Creating a Limited Agent Role and Configuring Sales Tracking Codes for more information.

   Note: If you are logged in with a Limited Agent role, the Tracking Code field that is linked to your Role will be read-only.

   

5. The Tracking Data section contains fields that you can use to track the behavior of your users, for example on a web site that is tooled with Google Analytics tracking codes. When used for this purpose, these fields are typically populated by an automated process via the Fusebill API.

   Tip: The Tracking Data fields can be repurposed to suit your own needs if you are not using them for analytics tracking. The labels can be customized, and these reference fields appear in reports (under their standard Fusebill field names). See Configuring Display Defaults - Customer Labels for more information.
   

6. The Custom References section provides three additional reference fields that can be used for additional integration or mapping information to other systems. Fusebill does not do any data validation on these fields and they are all of type "string."
   
7. The Salesforce section allows you to specify a link to a Salesforce account record if the Fusebill Plug-in for Salesforce is configured for your account. For more information, see Salesforce Plug-in Overview.
   • If your organization does not have the Salesforce Plug-in, you will see a brief message asking you to contact Fusebill Support to enable integration on your account.
     
   • If your organization does have the plug-in, but it has not yet been configured by your Administrator, the integration status will appear as "Enabled-Not Setup":
     
   • If the plug-in is configured, you will be given the opportunity here to choose how Fusebill will synch this customer record with Salesforce:
     • The ID of the record that this customer is attached to in Salesforce is displayed here. If it is not latched to any customer in Salesforce, this field will be blank.
     • You can click Resynch at anytime to refresh all of the synchronized fields between Fusebill and Salesforce.

     • Click Disable Sync to remove synchronization of this record to Salesforce.

       Warning: When you do this, all Fusebill-related information in the Salesforce record will be deleted. You will need to resynch the record in order to re-create the Fusebill information in the record. This process could take a few minutes to update Salesforce when the synchronization is enabled again.

       Note also that if you unlink a customer who has Sync enabled, you will end up creating a new customer in Salesforce. The link to the old account will be severed but synchronization will be triggered shortly afterward; this customer will have been marked as having no Salesforce account and therefore will create a new one. We recommend disabling the sync before unlinking the customer.

8. The QuickBooks section allows you to specify a link to a QuickBooks Online customer record if the Fusebill Plug-in for QuickBooks Online is configured. For more information, see QuickBooks Online Plug-In Overview.

   Please note: The QuickBooks online plug-in is currently in development and is not yet available to customers. If you wish to be notified when it is available, please contact Fusebill Support or your Account Executive.
   

9. The NetSuite section allows you to specify a link to a QuickBooks Online customer record if the Fusebill Plug-in for NetSuite is configured. For more information, see NetSuite Plug-In Overview.

   If your organization does not have the NetSuite plug-in, you will see a brief message asking you to contact Fusebill Support to enable integration on your account.
   

10. Click Create to create the new customer. Once created you will be on your new customer's Contact screen and can proceed to add additional information and subscriptions to their account.

A Note on Customer Status

Initially, all customer accounts are created in Draft status. While in Draft mode, the billing run will completely ignore this account and any of its associated subscriptions. The Draft status is useful when setting up a customer in advance.

When you are ready to make this customer active, click Activate. You will be asked if you want to activate any draft subscriptions. You have the option to Activate only the Customer and not Subscriptions if wanted.

Tips:

• You are not required to add subscriptions when creating the customer. You can add subscriptions at a later time. For additional information on Subscriptions, see Working with Subscriptions.
• No customer fields are mandatory; Fusebill generates its own Fusebill ID to uniquely identify each customer.
• The Customer ID field is an open text field that can be used to hold your Reference Number or Code that identifies this customer in your system. Although it is strongly recommended that this field is populated, it is important to note that the Fusebill system will not enforce uniqueness on this field or force it to be mandatory.