Welcome > Administration > The Add new customer dialog

The Add new customer dialog

Use this view to specify customer settings.

To access this dialog: Click Customers > Add new customer.

Use these settings to add a new customer.

Name The name of the partner or customer. This can be an entity or a person.
Note The Host name does not change if you change the name of a partner.
Type The type of profile. The types that appear can vary depending on your role and which node you selected in the administration tree:
  • Subsidiary
  • Partner
  • Partner group
  • Customer
  • Customer group
Organization number The organization number of the customer.
VAT number The VAT number of the customer. 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, ReadSoft Online 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.
Fax The fax number of the customer.
Street address The street address of the customer.
Post code The postal code or ZIP code of the customer.
City The city of the customer.
Country The country of the customer.
External reference
ID Use this value to identify the organization in an external system, such as your target system.
Usage report A unique ID you can use to identify billing reports of the customer. The ID you specify here appears in the billing reports, so you can identify customers in the reports.
Model
Live, Demo, Trial
  • The Live model is for customers in production.
  • The Demo model is for organizations that use ReadSoft Online for demonstration purposes. You can process up to 1,000 documents during a one-year period using a demo account.
  • The Trial model is for organizations that want to test ReadSoft Online. You can process up to 200 documents during a 60-day period using a trial account.
Reference The text that you type here is used as the customer billing report reference in the billing report.
Description You can use this settings 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.
Usage
Start Specifies when the account was created.
Volume Displays the amount of documents that have been processed relative to the total number of licensed documents. The yellow line indicates 80% of the licensed volume, and the orange line indicates 90%.
Time Specifies when the account expires.
Administrator/User details
Full name The full name of the user.
User name The name you use to log in to the account with.
Email The email of the user. Login information is sent to this email address.
Phone The phone number of the user.
Role The role of the user.
Notes Use this space to save additional information about the user (optional).
Use identity provider Determines whether the user logs in using single sign-on.
Services
AP automation Determines whether bookkeeping services are enabled.
Email input Determines whether email invoices are accepted as input.
Extraction Determines whether information is interpreted from tee invoices.
Notifications Determines whether notifications are sent for various events.
Target system Determines whether invoice information is sent to a target system.
Process control Determines whether you can control the flow of invoices through the system.
Image upload Determines whether invoice images can be uploaded via an encrypted connection.
Verification Determines whether you can use the Verification view to check and correct invoices.