User manuals

Customer creation - NewUI


Customer care interface allows to create customers. In Opencell, those can either be individuals or organizations (e.g. companies).

Create your Customers


After selecting the image-20250224-125240.png you wull be presented the customer creation form:

image-20250224-125214.png

The customer type defines if your customer is a Company or an Individual, thus personalizing informations mandatory to be defined, as an example here is the individual list:

image-20250224-125439.png
  • All mandatory fields are indicated with a *

  • The code can be auto generated, this is described by the image-20250224-125538.png

Customer settings are the paramaters that will be used for:

  • Communication

  • invoicing currency

image-20250224-125716.png

The billing cycle is where you will set when this customer will be invoiced, based on the way you configured the system’s billing (1st of month, monthly based on subscription date…)

image-20250224-125735.png

And finally the payment term that applied to this customern and its favorite payment method:

image-20250224-125821.png

that will change to the desired informations required for each, below example for SEPA:

image-20250224-125917.png

Then extended informations can appear based on your system settings

image-20250224-130228.png

Then you can create the customer:

image-20250224-130243.png