Adding New Customers

Follow these steps to add new customers to your Alternative Payments partner dashboard.

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If you're using Alternative Payments to create all your invoices and customers, here's how you can add a new customer to your partner dashboard.

Note: If you are using a PSA or accounting software integration, then all invoices and customer details will sync in from your integration. You do not need to create customers manually.

Creating a Customer

1. Log in to your Alternative portal: app.alternativepayments.io

2. Go to "Account Receivable > Customers" and select "All Customers".

3. Select "Add customer."

1. Fill in the customer details using the fields below, then click "Continue."

Customer Fields

Field	Required	Description
Company	Yes	The customer's company or business name. This is the primary identifier shown throughout the dashboard.
Legal Name	No	The registered legal name of the business, if different from the company name. Used on formal documents.
EIN	No	Employer Identification Number. Must be a 9-digit US tax ID (format: XX-XXXXXXX).
Address	Yes	Street address for the customer's primary business location.
City	Yes	City for the customer's business address.
State/Province	Yes	State or province. Validated against US states and Canadian provinces.
ZIP/Postal Code	Yes	ZIP or postal code. Validated for US (5-digit or ZIP+4) and Canadian (A1A 1A1) formats.
Country	Yes	Currently supports United States and Canada.

1. After filling in the customer details, click "Continue" to create the customer record.

Adding Users to a Customer

After the customer is created, you can add users who will be able to access and pay invoices associated with the company profile. Adding at least one user is required to complete the setup.

1. On the user screen, enter the user's name and email address.

2. Click "Create Customer" to finalize.

If there are multiple team members that require access to a company's invoices, add those team members as users. Each user receives their own login credentials and can view and pay invoices for the company.

You can also add more users later from the Customer Details page after the customer has been created.

What Happens Next

Once a customer is created, the following capabilities become available:

• Invoicing -- You can immediately create and send invoices to the customer.

• Automation -- The customer is eligible for automated email reminders and payment notifications.

• Portal Access -- Users added to the customer profile can log in to the customer portal to view invoices and make payments.

• Tags -- You can apply tags to the customer for filtering and organization across your dashboard.

• Payment Methods -- Users can add payment methods (credit card, debit card, or bank account) through the portal, or you can add them from the partner dashboard.

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