Creating customers

1. Go to Billing > Customers .
   The Account ID-Description list shows all accounts that match the Account ID , Rate Plan , and Account Level settings. By default, all customers are displayed.
   You can filter the customer list with the Account ID field. Typing a partial account ID in this field displays matched entries that you can select.
2. In the Account ID-Description list, right-click a group and select Add customer to open the Add new customer pop-up.
   Alternatively, you can click the Add customer icon at the bottom of the Resources list.
3. Enter an account name and description for the customer.
4. Click OK .
   This opens or refreshes the customer panel where you can modify and configure the new resource.
5. Specify the configuration options.
   By default, the Detail tab/page is displayed. The tabs available in the Customers page are:

   Tab	Description
   Detail	Adds basic information for customers. For more information, see Adding customer detail.
   Budget	Configures budgets and alerts that are specific to customers. For more information, see Setting up budgets and alerts.
   Contacts	Configures contact information (email and physical address) for customer. For more information, see Adding customer contacts.
   Transactions	For more information, see Working with transactions.
   Discounts/ Surcharges	Sets up how discounts and surcharges are used to deliver a reduced or increased cost to customers. For more information, see Setting up discounts and surcharges.

6. Click Save .

To delete a customer, select the customer in the Account ID list and click the delete icon ( - ).