How-to: Create a Business customer (via widget)

Clicking "+ Business Customer" on the left navigation will start an easy 4-step process

Enter your customer's master data

Click and set the status to "Active"

Click "Continue" to get to the next step

Enter your customer's billing address and click "Continue"

Enter your customer's financial information and click "Continue"

Lastly, enter your customer's contact information. You can define the initial password for your customer and ask them to reset their password when they log in for the first time (if they have access to the self-service portal).

That's it 💪 Click "Create Customer" fo finish