{"id":1200,"date":"2024-11-12T12:58:47","date_gmt":"2024-11-12T12:58:47","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1200"},"modified":"2024-11-12T13:24:12","modified_gmt":"2024-11-12T13:24:12","password":"","slug":"new-customer","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/new-customer\/","title":{"rendered":"New Customer"},"content":{"rendered":"<div class=\"entry-content clearfix\">\n<p>Login to dashboard click customers and on the left side there is a button <strong>New Customer.<\/strong><\/p>\n<ul>\n<li><strong>Permissions<\/strong> \u2013 What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support system. While in piping will be able to use it.<\/li>\n<li><strong>Billing &amp; Shipping<\/strong> \u2013 This informations are used for invoices\/estimates. If your customer have different shipping address for invoice you will need to populate also the shipping fields which will be also auto included when creating new invoice.<\/li>\n<li><strong>Advanced Options<\/strong> \u2013 As advanced options are listed several field.\n<ul>\n<li>Groups \u2013 Sort your customer into group after that you will be able also to generate <a href=\"https:\/\/help.xodox.in\/pt\/docs\/reports\/\">reports<\/a> by groups and see which customer groups is the most valuable.<\/li>\n<li>Currency \u2013 If this currency is not the system default currency when you add estimate\/invoice and select the customer the currency will be auto changed regarding to what is selected in this field. <strong>NOTE<\/strong>: You wont be able to <strong>change the custom currency<\/strong> if there is transactions found.<\/li>\n<li>Language \u2013 If you have multiple languages you can easily change the customer language. So when the customer will login and have setup different language then the system default everything will be translated based on your translation for this language.\n<ul>\n<li>By default all customer PDF data generated\u00a0from the admin area\u00a0are generated in the system default language. If you want to generate in the customer language you can easily goto <strong>Setup-&gt;Settings-&gt;Localization<\/strong> and set\u00a0<strong>Output client PDF documents from admin area in client language<\/strong> to Yes<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Fill all the necessary data and click submit.<br \/>\nYou can also choose if you want to send the Welcome client email template which is configured in Settings Menu -&gt; Email Templates in clients part.<\/p>\n<p>Now your client can login in the clients area from the url www.yourdomain.com\/clients\/login<\/p>\n<p><strong><br \/>\n<\/strong>You can add new customers very quickly from the Quick Insert button on the top left\u00a0dashboard menu.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-659 size-full\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Customers-11-12-2024_06_50_PM.png\" sizes=\"(max-width: 682px) 100vw, 682px\" srcset=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Customers-11-12-2024_06_50_PM.png 682w, 300w\" alt=\"add-new-customer\" width=\"682\" height=\"312\" \/><\/p>\n<p>&nbsp;<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Login to dashboard click customers and on the left side there is a button New Customer. Permissions \u2013 What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support system. While in piping will be able to use it. Billing &amp; Shipping \u2013 This informations are used for invoices\/estimates. If your customer have different shipping address for invoice you will need to populate also the shipping fields which will be also auto included when creating new invoice. Advanced Options \u2013 As advanced options are listed several field. Groups \u2013 Sort your customer into group after that you will be able also to generate reports by groups and see which customer groups is the most valuable. Currency \u2013 If this currency is not the system default currency when you add estimate\/invoice and select the customer the currency will be auto changed regarding to what is selected in this field. NOTE: You wont be able to change the custom currency if there is transactions found. Language \u2013 If you have multiple languages you can easily change the customer language. So when the customer will login and have setup different language then the system default everything will be translated based on your translation for this language. By default all customer PDF data generated\u00a0from the admin area\u00a0are generated in the system default language. If you want to generate in the customer language you can easily goto Setup-&gt;Settings-&gt;Localization and set\u00a0Output client PDF documents from admin area in client language to Yes Fill all the necessary data and click submit. You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -&gt; Email Templates in clients part. Now your client can login in the clients area from the url www.yourdomain.com\/clients\/login You can add new customers very quickly from the Quick Insert button on the top left\u00a0dashboard menu. &nbsp;<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[24],"doc_tag":[],"class_list":["post-1200","docs","type-docs","status-publish","hentry","doc_category-customers"],"acf":[],"year_month":"2026-04","word_count":336,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Customers","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/customers\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Customer - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/new-customer\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Customer - My CMS\" \/>\n<meta property=\"og:description\" content=\"Login to dashboard click customers and on the left side there is a button New Customer. Permissions \u2013 What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support system. While in piping will be able to use it. Billing &amp; Shipping \u2013 This informations are used for invoices\/estimates. If your customer have different shipping address for invoice you will need to populate also the shipping fields which will be also auto included when creating new invoice. Advanced Options \u2013 As advanced options are listed several field. Groups \u2013 Sort your customer into group after that you will be able also to generate reports by groups and see which customer groups is the most valuable. Currency \u2013 If this currency is not the system default currency when you add estimate\/invoice and select the customer the currency will be auto changed regarding to what is selected in this field. NOTE: You wont be able to change the custom currency if there is transactions found. Language \u2013 If you have multiple languages you can easily change the customer language. So when the customer will login and have setup different language then the system default everything will be translated based on your translation for this language. By default all customer PDF data generated\u00a0from the admin area\u00a0are generated in the system default language. If you want to generate in the customer language you can easily goto Setup-&gt;Settings-&gt;Localization and set\u00a0Output client PDF documents from admin area in client language to Yes Fill all the necessary data and click submit. You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -&gt; Email Templates in clients part. 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