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Powered by GitBook
On this page
  • Create New Customer
  • Search & Sort List Data Customer
  • Edit Data Customer
  • Delete Data Customer
  • Import Customer
  1. Getting Started
  2. Faspay Billing 2.0
  3. How to Use
  4. Customers

Customer List

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

PreviousCustomersNextCustomer Group

Last updated 9 months ago

Create New Customer

  • Using Customers Page

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

  1. 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

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

  1. On success notification click OK

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

  • Using Billings Page

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

  1. On the Single Billing page click +Add New Customer

  1. 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

  1. Click OK, on the success notification

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

Search & Sort List Data Customer

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.

Edit Data Customer

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

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

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

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

  1. Click OK on the success notification

  1. So, the customer data has been successfully changed

Delete Data Customer

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

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

  1. The data is successfully deleted and will not be available on the customer 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.

  1. Then click Download.

The Excel template with E-Faktur:

The Excel template with non E-Faktur:

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

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

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
Add New Customer Form
Add New Customer Form
Success Notification
Customer List Page
Billing List Page
Single Billing Page
Add New Customer Form
Add New Customer Form
Add New Customer Form
Success Notification
Customer List Page
Edit Customer Page
Edit Customer Page
Success Notification
Customers List Page
Customers List Page
Confirm Delete Data
Customers List Page
Customer List Page
Import Customer Pop-Up
Excel Template with E-Faktur
Excel Template with non E-Faktur
Import Customer Pop-Up
Success Notification
Customers List Page