A customer can be created in several ways:

We discuss them in more detail below:

The customer wizard allows the creation of a customer in a simple and complete way. You can define if we are talking about a person or an organisation, add the name, initials, title, invoice address, banking details, payment method and communication preferences. It is also possible to select communication preferences for that customer if they deviate from the standard configuration for the organisation (for example all the advances and invoices should be sent by post instead of e-mail). It is also possible to select a preffered payment term that deviates from the default organisation settings.

The move-in wizard has an embedded customer wizard. This way you can do everything at once: the creation of the customer and creating his new contract.

In the tasks menu, the move-ins carried out by customers are being displayed. During the processing of these move-ins, the customer is automatically created based on the info he/she has given us. If there is some necessary data missing, Zero Friction will inform the user to add this information first, before continuing to process the move-in. Mostly this will be to add an advance amount or a product. When the task is processed, the customer is created by the system and the billing process is activated for that contract.

If you want to import external customer data into Zero Friction, you can do this using a CSV file. In order to recognize the file format. A format has to be configured in Import Jobs > File Formats. When the format is saved it will be available in the upload action in the import jobs listpage where you can select and upload the CSV file.

When creating a customer, the user can specify the type of customer: a person or an organization. Depending on the customer type, different fields will be required.

Different VAT percentages can be configured for customers and organisations.

In our templates for invoicing documents, we always send extra VAT details for customers of the organisation type. For the person type, this option has to be manually activated in the template settings.

It is possible to define a deviating payment term per customer, overriding the default payment term in the configuration of the organisation. This way, you can accomodate customers with different demands related to payment terms.

Each customer can have an invoice adress alongside the serviced location adress. Both adresses can be the same but don't have to be. This depends if a customer wants his invoicing documents to be sent to another address than the property where the service is delivered. Companies usually have an invoice adress which is the headquarters or the registered office of that company.

A customer can have another language for the communication of the invoicing document than the organisation's default. This way, you can accomodate the preference of customers that speak another language.

Different documents can be attached to a customer. These can be for example the general terms and conditions, a signed contract, an annual pricing plan, legal documents...

These attachments are shown on the customer's detail page on the tab called Files. The visibility of these documents on the customer portal can be configured. Documents that are linked to a product can have an optional requirement that they have to be signed by the customer during the move-in proces. This way, the customer will need to read and agree with the document, before the contract will be made. The date when the customer has viewed a document and/or agreed with a document will be shown here, as well as the document's origin. Origin can be customer, contract, property group or product.

Note that when a new document is added, it will show firstly as NEW in the customer portal.

When a customer is eligible for a social tariff pricing this can be specified by adding a custom entity property on the contract page. This parameter is first configured in the settings of the application and then added on the contract as an entity property. Here you specify if it's active and for what duration the social tariff is valid.