Add a Customer

Steps

1. Open the Create Form

On the Customers list page, click + Add Customer.

2. Identity

Field	Required	Description
Customer Name	✅	Full name or company name
Groups	—	Customer segments or tags (searchable autocomplete, can create new)
Email	—	Primary contact email
Phone	—	Contact phone number
Tax ID (NPWP)	—	Tax identification number

Customer Name is the only required field.

3. Address

Field	Description
Address	Street address
City	City
Province	Province or state
Country	Country
Postal Code	Postal / ZIP code

4. Contacts

You can add one or more contact persons during creation. Each contact has: Name (required), Position / Title, Phone, Email.

Click + Add contact person to add a row. Mark one contact as Primary — the primary contact is highlighted.

5. Notes

Internal notes about this customer (payment terms, special instructions, etc.).

6. Save

Click Save Customer. The customer will be available when creating work orders, quotations, and invoices.

Editing a Customer

Open the customer detail page and click Edit to update any information.

Virtual Account (VA)

A Virtual Account is a unique bank account number assigned to a specific customer. When a customer transfers payment to their VA number, the system can identify who made the payment.

Generating a Virtual Account

1. Open the customer detail page.
2. In the Virtual Account card on the right sidebar, select a bank from the dropdown.
3. Click Generate VA.
4. The virtual account number is displayed and can be copied with the copy button.

VA Status

Status	Meaning
PENDING	VA is generated and ready to receive payments
PAID	A payment has been recorded against this VA

Note

Each customer has one Virtual Account. The VA number and bank cannot be changed after generation.