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The Add new customer account group view

To access this dialog in Admin Center: Click ADD GROUP in the Customer accounts view.

Use these settings to add a new customer account group.

Profile

Name	The name of the customer account. This can be a legal entity or a person.
Organization number	The organization number of the customer account.
VAT number	The VAT number of the customer account. You can increase interpretation rates of VAT registration fields by providing your organization's VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, Tungsten AP Essentials can exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.
Phone	The phone number of the customer account.
Fax	The fax number of the customer account.
Street address	The street address of the customer account.
Post code	The postal code or ZIP code of the customer account.
City	The city of the customer account.
State	The state of the customer account.
Country	The country of the customer account.
External reference
ID	Use this value to identify the organization in an external system, such as your target system.
CONTACTS
ADD	Creates a new contact. Contact information ensures seamless communication and quick assistance when needed. Contact type (Required) — Choose a contact type, Sales contact or Technical contact, which best describes the role of the contact person. Name (Required) — The name of the contact person. Email — The email address of the contact person. Phone — The phone number of the contact person. Note: You must specify an email address or phone number.

Service plan

Model	Determines the licensing model: The Live model is for customers in production. The Demo model is for organizations that use Tungsten AP Essentials for demonstration purposes. The Trial model is for organizations that want to test Tungsten AP Essentials.
Period start	Specifies when the current period of service plan started.
Period end	Specifies when the current period of service plan ends.
Volume	The number of documents that are licensed during the period specified by the service plan. In other words, the number of documents the customer can process during the specified period. Document volume data is updated every 5 hours.
Enforce subscription period	Automatically pauses the account when the subscription period ends. Dates for Period start and Period end are expressed in UTC time and are inclusive. For example, if Period start is 2024-01-01 and Period end is 2024-01-31, then the subscription is valid from 2024-01-01 00:00 until 2024-01-31 at 23:59 UTC time.
Enforce volume limit	Automatically pauses the account when the document volume reaches its limit. In other words, if Volume is set to 100, the account pauses after the 100th document is processed.
Description	You can use this setting to save notes about the licensing. For example, if you made special arrangements to extend the length of a demo account, you can type the details here.
Reference	The text that you type here is used as the customer billing report reference in the billing report.

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