Customer List

This is a guide to manage the Customer List data on the Customers page.

Create New Customer

• Using Customers Page

1. On the Customer List page click the +Create button.

2. Fill in the customer data on the Add New Customer form as needed.

You may input a phone code from any country as necessary when providing your customer number, for instance, you can input an Indonesian customer phone number by choosing the Indonesia phone code following contact no.

Add New Customer Form

After all the necessary fields have been filled, click Save

Add New Customer Form

Field Parameters Add New Customer

Field	Description
Customer Name	Customer name (must be filled)
Customer Email	Customer email (must be filled)
Group	Group of customer
Additional Info	Additional information of the customer
NPWP Owner Name	NPWP owner name (must be filled) Notes: NPWP can be used only for merchant who enable e-faktur module on Faspay Billings
Transaction Code	Default transaction code for customer List Transaction Code 01: To Parties other than the VAT Collector 02: To the Treasury VAT Collector 03: To VAT Collectors other than the Treasury 04: Other Value of Taxable Sales 06: Other Deliveries, including deliveries to foreign tourists for VAT refund 07: Deliveries with VAT Exempted 08: Deliveries with VAT Exempt 09: Asset Deliveries (Article 16D VAT Law) Notes: Transaction code can be used only for merchant who enable e-faktur module on Faspay Billings
Taxable Company	If Taxable Company is checked it will marked as taxable customers and will automatically enable the invoice tax when creating an invoice
Phone	Customer phone number Notes: Format Phone No: (Phone code) – (contact no). Ex: (+62) – (8123456789)
Address	Customer address (must be filled)
VA Static Number	Customer Virtual Account (VA) number (must be filled) Notes: VA number must be filled in 10 digit numbers If click the Auto Generate VA feature it will automatically generate VA from the system VA Static Number can be used only for merchant who use VA Static payment
NPWP	Customer NPWP numbers (must be filled) Notes: NPWP can be used only for merchant who enable e-faktur module on Faspay Billings
NPWP Address	Customer NPWP address (must be filled) Notes: Same as customer address : If checked it will automatically filled with address according with customer address

3. On success notification click OK

Success Notification

4. So, the customer data has been successfully saved.

Customer List Page

• Using Billings Page

1. On Faspay Billings/Billings, on Billings List page click +Single Billing

Billing List Page

1. On Single Billing page click +Add New Customer

Single Billing Page

3. Fill the customer data on Add New Customer form as needed.

You may input a phone code from any country as necessary when providing your customer number, for instance, you can input Indonesia customer phone number by choosing Indonesia phone code following with contact no.

Add New Customer Form

For transaction code as an example, it will use transaction code 3

Add New Customer Form

If all the necessary data has been filled, click Submit

Add New Customer Form

4. Click OK, on success notification

Success Notification

5. So, the customer data has been successfully saved.

Customer List Page

Search & Sort List Data Customer

On the customer list page, user can search and filter data as needed. Example of searching from the filter "Customer Name”. So, it will display the data searched based on the submitted data filter.

Edit Data Customer

1. On Faspay Billings/Customers, on the Customer List page click the selected Customer Name.

2. On the Customer detail page click the "Edit" button.

2. Make any necessary changes, such as updating customer phone numbers from Indonesian to Icelandic formats.

Edit Customer Page

3. After the changes have been finished, click "Save" button.

Edit Customer Page

4. Click OK on success notification

Success Notification

5. So, the customer data has been successfully changed

Customers List Page

Delete Data Customer

1. On the customer list page, click the selected customer and then click "Delete" button.

Customers List Page

2. A confirmation message will be displayed, to continue click "Yes”.

Confirm Delete Data

3. The data is successfully deleted and will not be available on the customer list page.

Customers List Page

Import Customer

For the feature 'Import' merchants can import customers or bulk create customers with the template provided by Faspay.

1. Click the button “Import” in the Customers menu.

Customer List Page

2. Merchants can download an Excel template to fill in customer data in bulk. The downloaded template can vary (2 types) depending on whether the E-Faktur Module for the merchant is activated or not in the Settings -> Faspay Billing Settings New menu.

Billing settings with E-Faktur activated:

Feature E-Faktur Section

Billing settings with non E-Faktur activated:

Features E-Faktur Section

Once settings for E-Faktur or non E-Faktur are completed in Faspay Billings Settings New, the templates can be downloaded by clicking the "Download" button.

Import Customer Pop-Up

The Excel template with E-Faktur:

Excel Template with E-Faktur

The Excel template with non E-Faktur:

Excel Template with non E-Faktur

3. To upload the filled template file, click "Choose file" To attach the Excel file, click “Submit”.

Import Customer Pop-Up

Success Notification

4. The results of importing customers will appear in the Customer List submenu.

Customers List Page