Adding New Customers

There are two main methods for new customer records to be added to your Business Manager system: through the administrator interface (available for Business Manager administrators) and through the order process.

Adding customers through the administrative interface is a one-step procedure that involves adding customer details, contact details, and billing account. Each customer account can have several contacts tied to it. In this step you will specify the first of these contacts.

To add a customer account:

1. Go to Business Operations > Customers and click Add New Customer.
2. Enter General Settings, and Primary Contact Information.
3. Set up a Billing Account for the customer.
4. Click Add Customer.

You have completed the process of adding a customer account. You can now view the details of this account and begin to add subscriptions and generate invoices by clicking the Customer ID.