Adding a Customer

Customers can be added when creating money transfer or currency exchange transactions, it can also be added from within the customers window.

Follow the next steps to create a customer:

1. Access Customers from the application menu
2. Click Manage Customers
3. Click Add Customer
4. The new customer window appears

All bold fields are required and must be provided.

• Type select the customer type

For non-individual customer, you should provide a valid ABN and you must associate an employee when creating transfer or exchange transaction.

• Account Number auto filled by the system, the account number can be used when a customer joins through a mobile app.
• Date Of Birth enter the customer's date of birth, applies to indvidual customers only
• Customer Name for individuals, enter customer's first, given (optional), and last name. For non-individuals, enter the business name and ABN
• Contact Details enter customer's contact details such as phone numbers and email address
• Address Details enter customer's address details

For Australian customers, type the first few letters of the suburb name and select from the search result.

• Idnetification enter customer's identification details, applies to individual customers only

The ID field is automatically filled, if you don't see the required ID, use the system setup to add the required ID.

5. Click Save Changes