A customer can be created in several ways:

The customer wizard allows you to easily and comprehensively create a customer. You can specify whether it's a person or an organization, and add their name, initials, title, billing address, bank details, payment method, and communication preferences. You can also select communication preferences for that customer if they differ from the organization's default configuration (for example, all advances and invoices should be sent by mail instead of email). You can also select a preferred payment term that deviates from the organization's default settings.

The on-site wizard has a built-in customer wizard. This allows you to do everything in one go: creating the customer and creating their new contract.

The tasks menu displays moves completed by customers. While processing these moves, the customer is automatically created based on the information they provided. If any necessary information is missing, Zero Friction will prompt the user to add it before continuing with the move. This will typically involve adding a deposit or a product. Once the task is processed, the system creates the customer and activates the billing process for that contract.

If you want to import external customer data into Zero Friction, you can do so using a CSV file. To recognize the file format, a format must be configured in Import Jobs > File Formats. Once the format is saved, it will be available in the upload action on the import jobs list page, where you can select and upload the CSV file.

When creating a customer, the user can specify the customer type: individual or organization. Depending on the customer type, different fields are required.

Different VAT rates can be configured for customers and organizations.

In our invoice document templates, we always include additional VAT information for customers with the organization type. For the person type, this option must be manually enabled in the template settings.

You can define a different payment term for each customer, overriding the default payment term in the organization's configuration. This allows you to accommodate customers with varying payment terms.

Each customer can have a billing address in addition to the address of the service location. Both addresses can be the same, but they don't have to be. This depends on whether a customer wants their invoices sent to an address other than the premises where the service is provided. Businesses usually have a billing address that is the company's head office or registered office.

A customer may use a language other than the organization's default language for communicating their invoice document. This allows you to accommodate the preferences of customers who speak a different language.

Various documents can be linked to a customer. These could include general terms and conditions, a signed contract, an annual fee schedule, legal documents, etc.

These attachments are displayed on the customer's details page under the Files tab. The visibility of these documents in the customer portal can be configured. Documents linked to a product can optionally be required to be signed by the customer during the onboarding process. This ensures that the customer must read and agree to the document before the contract is concluded. The date the customer viewed and/or agreed to a document, as well as the document's origin, is displayed here. The origin can be customer, contract, ownership group, or product.

When a customer qualifies for a social tariff, this can be specified by adding a custom entity property on the contract page. This parameter is first configured in the application settings and then added to the contract as an entity property. Here, you specify whether it is active and for how long the social tariff is valid.