Add customers and their billing currency

You can invoice a customer once they have a record with a Billing currency. Customers who buy online create their own record. You add the ones who order by phone or in person.

Add a customer

1. Go to Customers and choose Add a customer.
2. Under Customer type, choose A business or A person.
3. Fill in the Registered business name or the Full name. It goes on invoices.
4. For a business, add the TIN, the Contact person and the Company number if they have them.
5. Enter the Phone · this is their sign-in, with its country code, for example +250 788 000 000.
6. Add their Email, District or city and Language for messages.
7. Choose the Billing currency. Only the currencies you sell in are offered.
8. Leave Email them a welcome with a link to set up their own sign-in ticked if they should get one. It needs an email address.
9. Choose Save customer.

You never set or see a customer’s password. They choose their sign-in themselves.

If the phone number already belongs to a customer, Taji says so and offers to open them. Adding them again would split their invoices.

If your plan is full, you can still add customers. Taji shows a note about your plan instead of stopping you.

The billing currency

The country sets the currency when a customer is created. You can change it until their first invoice is made. After that it is fixed, because invoices never change currency.

To change it, open the customer and choose Edit details. If a currency you have since turned off is still theirs, it is still shown.

The customer record

Open a customer from Customers. The buttons at the top are New order or quote and Send payment link. The tabs are:

Tab	What it holds
Overview	Owes now, Paid, all time, their details and the latest activity
Services	Their hosting and domains
Invoices	Their invoices
Wallet	Their Balance and Recent activity
Tickets	Their support tickets
Documents	Files they uploaded, such as a VAT exemption
Notes	Staff notes. Customers never see notes.
Messages	Every message sent to them, and whether it arrived
Activity	What happened on the account, from the audit log

Staff with the right role can also choose Suspend… at the top of the record. They give a reason. Only staff see it, and it is written to the audit log with their name.

If something goes wrong

Contact Taji support at [email protected] or +250782009639.