Creating a New Customer
To create a new Customer, go to Customers > New Customer. You will then need to enter the following details:- Customer Name: The name of the Customer. This name will be used to create Invoices.
- Primary Email: The contact email your Sales team use to contact Customers. This email is not used by Meteroid.
- Alias (External ID): The Customer’s unique identifier in your system.
- Stripe Customer ID: If using Stripe for credit card payments, you can link an existing Stripe customer ID for seamless payment processing. (Note: Meteroid currently only supports Stripe for payment processing.)
- Name: cf. above.
- Alias: cf. above
- Primary email: cf. above
- Invoicing email: Is used by Meteroid to send Invoices to Customers.
- Phone number: Is not used by Meteroid. For your Sales team to contact Customers.
- Balance: Customer credits, which can be manually adjusted based on commercial agreements. These credits will be used first when generating a new invoice.
- Addresses:
- Billing Address: This will appear on Invoice.
- Shipping Address: If applicable.