Creating a Customer

A Customer does not need much to be created inside Inspire. Basically, it just requires a Full name and a valid and unique e-mail address. Unique means that it is not being used for another Customer, by entering an email that is not unique when creating a new Customer, an error message will be displayed alerting that the e-mail address is already in use for another Customer.

There are several pages on which a Customer can be created and here are they:

From the list of Customers

When accessing the Tenant Portal, a user can create a new Customer by clicking on "Customers" on the side menu and then "Create"

From the Invoice creation

When creating an Invoice, at the "Customer" dropdown, the user has the option to create a new Customer. By doing so, a modal will be opened with just the required information. To add more information to that Customer, the user can then access the Customer list and update the newly created Customer.

From the Subscription Creation

When creating a Subscription, at the "Customer" dropdown, the user has the option to create a new Customer. By doing so, a modal will be opened with just the required information. To add more information to that Customer, the user can then access the Customer list and update the newly created Customer.

From the Payment creation

When creating a One-time Payment, at the "Customer" dropdown, the user has the option to create a new Customer. By doing so, a modal will be opened with just the required information. To add more information to that Customer, the user can then access the Customer list and update the newly created Customer.

At the Hosted Checkout-

Last but not least, a Customer can be automatically created when an e-mail address that does not exist in our database is entered during the payment of a Payment Link. In this case, the e-mail address and full name entered on the "Personal Information" step of the Hosted Checkout are captured and a new Customer is created.

Customers Information

Besides the basic information, there are other optional information that can be added to a Customer profile within the Inspire platform. Here are all the fields and main validations:

Field	Validations
Account E-mail	Required Field Accepts letters, numbers, and special characters, but not spaces Must be a valid and unique e-mail address Allows up to 150 characters.
Name	Required Field Allows up to 150 characters Accepts letters, numbers, and special characters.
Description	Optional Field Accepts letters, numbers, and special characters Allows up to 1000 characters.
E-mail address (Billing info)	Optional Field Accepts letters, numbers, and special characters, but not spaces Must be a valid e-mail address Allows up to 150 characters.
Phone Number (Billing info)	Optional Field Includes the country code Accepts only numerical digits Allows up to 10 characters.
Country (Billing info)	Optional Field Dropdown with all existing countries for selection
State (Billing info)	Optional Field A dropdown will all states of the selected country for selection (not displayed when the country does not have states)
City (Billing info)	Optional Field Accepts letters, numbers, and special characters Allows up to 200 characters
Zip Code (Billing info)	Optional Field Mask displayed based on the selected country Accepts only numerical digits Allows up to 12 characters.
Address 1 (Billing info)	Optional Field Accepts letters, numbers, and special characters Allows up to 300 characters
Address 2 (Billing info)	Optional Field Accepts letters, numbers, and special characters Allows up to 300 characters
Address Number (Billing info)	Optional Field Accepts letters, numbers, and special characters Allows up to 60 characters
Receiver Name (Shipping info)	Optional Field Accepts letters, numbers, and special characters Allows up to 300 characters.
Phone Number (Shipping info)	Optional Field Includes the country code Accepts only numerical digits Allows up to 10 characters.
Country (Shipping info)	Optional Field Dropdown with all existing countries for selection
State (Shipping info)	Optional Field A dropdown will all states of the selected country for selection (not displayed when the country does not have states)
City (Shipping info)	Optional Field Accepts letters, numbers, and special characters Allows up to 200 characters
Address Number (Shipping info)	Optional Field Accepts letters, numbers, and special characters Allows up to 60 characters
Zip Code (Shipping info)	Optional Field Mask displayed based on the selected country Accepts only numerical digits Allows up to 12 characters.
Address 1 (Shipping info)	Optional Field Accepts letters, numbers, and special characters Allows up to 300 characters
Address 2 (Shipping info)	Optional Field Accepts letters, numbers, and special characters Allows up to 300 characters
Time zone	Optional Field Dropdown with all existing timezones for selection.
Language	Optional Field Dropdown with all main languages for selection.