Each customer record acts as a company account. Within each customer you can manage multiple contacts, invoices, projects, proposals, tickets, and more.
Creating a New Customer
- Go to Customers → Customers and click New Customer.
- Fill in the customer details.
- Click Save.
Customer Fields
| Field | Description |
|---|---|
| Company Name | Required. The company or individual's name. |
| VAT / Tax Number | Optional. Appears on PDF documents. |
| Currency | Overrides the default currency for this customer's invoices. |
| Default Language | Used for emails and PDF generation. |
| Groups | Assign to customer groups for reporting and filtering. |
Adding Contacts
After saving the customer, add contacts (individuals) linked to that company. Navigate to the customer record and click New Contact. Each contact can have portal login access.
Customer Portal Access
Contacts can log in to the Customer Portal to view their invoices, estimates, proposals, tickets, and project updates. Portal access is configured per contact via their profile settings.
Merging Duplicate Customers
If you've accidentally created duplicate customer records, open one customer record, go to Options → Merge, and select the duplicate to merge into the current record.
Set a customer-specific currency if you bill international clients in their local currency. AlgoSphere will use it automatically for all documents created for this customer.