Customer List
This is a guide to manage the Customer List data on the Customers page.
Last updated
This is a guide to manage the Customer List data on the Customers page.
Last updated
Using Customers Page
On the Customer List page click the +Create button.
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.
After all the necessary fields have been filled, click Save
Field Parameters Add New Customer
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
On success notification click OK
So, the customer data has been successfully saved.
Using Billings Page
On Faspay Billings/Billings, on the Billings List page, click +Single Billing
On the Single Billing page click +Add New Customer
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 with contact number.
For transaction code as an example, it will use transaction code 3
If all the necessary data has been filled, click Submit
Click OK, on the success notification
So, the customer data has been successfully saved.
On the customer list page, users 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.
On Faspay Billings/Customers, on the Customer List page click the selected Customer Name.
On the Customer detail page click the "Edit" button.
Make any necessary changes, such as updating customer phone numbers from Indonesian to Icelandic formats.
After the changes have been finished, click the "Save" button.
Click OK on the success notification
So, the customer data has been successfully changed
On the customer list page, click the selected customer and then click "Delete" button.
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.
For the feature 'Import' merchants can import customers or bulk-create customers with the template provided by Faspay.
Click the button “Import” in the Customers menu.
Merchants can download an Excel template to fill in customer data in bulk. There are 2 types template depending on whether the E-Faktur Module or inactihve, details E-Faktur here.
Then click Download.
The Excel template with E-Faktur:
The Excel template with non E-Faktur:
To upload the filled template file, click "Choose file" To attach the Excel file, click “Submit”.
The results of importing customers will appear in the Customer List submenu.
