Customer List
Guide
This is a guide to manage the Customer List data on Customers page.
Create New Customer
Using Customers Page
On Faspay Billings/Customers, on Customer List page click +Create
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.
After all the necessary field has been filled, click Save
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:
|
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:
|
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:
|
NPWP | Customer NPWP numbers (must be filled)
Notes:
|
NPWP Address | Customer NPWP address (must be filled)
Notes:
|
On success notification click OK
So, the customer data has been successfully saved
Using Billings Page
On Faspay Billings/Billings, on Billings List page click +Single Billing
On Single Billing page click +Add New Customer
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.
For transaction code as example it will use transaction code 3
If all the necessary data has been filled, click Submit
Click OK, on success notification
So, the customer data has been successfully saved.
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
On Faspay Billings/Customers, on Customer List page click customer name.
On Customer detail page click Edit
Do the change as needed, for instance, the customer phone numbers will be change to Iceland phone numbers from Indonesia phone numbers.
After the changes has been finished, click Save
Click OK on success notification
So, the customer data has been successfully changes
Delete Data Customer
On the customer detail page, click "Delete”.
A confirmation message will be displayed, to continue click "Yes”.
The data is successfully deleted and will not be available on the customer list page.
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