Customers

Learn how to create and manage customers in BillSpree.

A Customer in BillSpree represents an individual or a business entity that subscribes to your services. Each customer record stores critical billing information, contact details, and unique identifiers used to generate accurate invoices and manage subscriptions.

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List View Customer

Managing customers in BillSpree is a straightforward process. You can view your entire customer base from the list view and add new customers using the creation form.

1. Navigate to Customers

To access your customer list, click on Customers in the main sidebar. This page provides a high-level overview of all users registered in your system.

You can use the dropdown filters at the top of the table to quickly find customers based on their Account Hierarchy and specific Level:

2. Add a New Customer

To add a new customer, follow these steps:

1. Open Creation Form

   Click the + New button in the top right corner of the Customers page.

   
2. Enter General Information

   Fill in the basic contact details and assign any required hierarchy for the customer.

   

   • Name: The full name of the customer (Required).
   • Email: The customer’s primary email address for invoicing.
   • Phone Number: A contact number for the customer.
   • Select Account Hierarchy: Optional. Select the hierarchy structure if this customer is part of an organization.
   • Parent Customer: Optional. If part of a hierarchy, select a parent customer to automatically assign the correct level.
   • Reference Number: Your own internal identifier if applicable.
3. Provide Address Information

   This section is crucial for tax compliance and accurate invoice delivery.

   

   • CNIC: National identity number (if applicable in your region).
   • Country: Select the customer’s country.
   • Note: Other fields like Shop/Unit No, Building Name, and Street help in pinpointing the exact billing address.
4. Save and Confirm

   Once all details are filled, click the Save button. The customer will now appear in your list and can be linked to a subscription.

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Detailed Field Guide

1. General Information

Field	Description	Requirement
Name	Full name of the individual or business.	Required
Email	Primary email for digital invoice delivery.	Optional
Phone Number	Primary contact number.	Optional
Select Account Hierarchy	Hierarchy structure assigned to the customer.	Optional
Parent Customer	The parent node under which this customer is placed in the hierarchy.	Optional
Reference Number	A unique ID from your legacy system or CRM.	Optional

2. Address Information

Field	Description
CNIC	Customer’s National Identity Card number.
Title	A label for the address (e.g., Home, Office).
Shop / Unit No	Specific unit or shop number within a building.
Building Name	Name or number of the building/complex.
Street	Name of the street or road.
Block / Sector	Area designation within a city.
Society / Colony	Broad neighborhood or township name.
Additional Info	Any extra details for the delivery team.

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Importing Customers in Bulk

For large-scale onboarding, you can import customers efficiently using a CSV template. This process allows you to add hundreds of customers in a single action.

1. The Bulk Import Workflow

Follow these steps to successfully import your customer data:

1. Download the Template

   In the Customers dashboard, click on the Bulk Data Template button. This will download a standard customer.csv file with all the required headers.

   
2. Fill in the Data

   Open the downloaded file in a spreadsheet application (like Excel or Google Sheets). Fill in the columns as per the headers:

   

   • Mandatory Fields: Ensure the name column is populated for every row.
   • Optional Details: You can provide cnic, email, contact, and detailed address information (building_name, street, city, etc.).
   • Hierarchy Settings: Use the hierarchy column (ID of the hierarchy) and parent reference number to assign customers accurately within an organizational structure.
   • Identifiers: Add reference_number if you are migrating from another system.
3. Upload the File

   Once your file is ready, go back to the BillSpree Customers page and:

   1. Click the Import Bulk Data button.
   2. Select your filled customer.csv file from your device.
   3. Click Upload to process the data.

Before uploading, double-check that your CSV file follows the correct header format to ensure a smooth import process.