FAQ 2 : How to upload individual customers

• Customer Groups:

If you have different customer groups and you would like to be able to sort them this way then you will need to create your customer groups before creating a new customer. NOTE: If you make use of customer groups, you will have to use groups throughout. If a customer should not belong to a group, then you can create a group called “No Group”.

E.g. without Customer Groups:

E.g. with Customer Groups

• New Customer:

There are two ways of uploading your customers

a) One by one, making use of the Add new customer button

b) Bulk Customer Upload

Neither of the options above creates a client with the mandate parameters. The upload of the mandate happens at a later stage

a) Add new customer (single entry)

Select the Add new Customer Button and you will see the below screen:

• Payment Type:

Select Debit Order. Any other type, even though you loaded a mandate, will not show under “My collections”.

• Customer Type:
  • If it’s not a legal entity, select “Individual”.
  • Where an Individual trades as a company, you will select Sole Proprietor. E.g Jacques Smith t/a ABS Shoes
• Complete all the fields marked with an asterisk.
• Hover your mouse over the blue info buttons to get more information as to what is required in that field.
• You can add a note under the notes field if you like. This will appear under the name of the customer on the customer summary screen.

E.g. without a note:

E.g. with a note: