Before adding customers please read how billing works.

Log in to the NewTel Systems web interface.

If you haven't already done so, make a rate plan.

Go to Commerce » Customers.

Click the "Add a new customer" button.

Choose whether to make a normal or residential customer.

If adding a residential customer, choose a number for their account. This will be their customer name, telephone number, SIP account, mailbox, and person account.

Enter the following:

1. If adding a residential customer, the person's name.
2. If adding a normal customer, a name for the customer.
3. Optionally a description.
4. An account number. Customers enter this when toping up their account with vouchers.
5. If your system has been configured for customer prefixes, a numerical prefix.
6. Whether the customer is locked from using the web interface and/or making calls.
7. The maximum number of concurrent calls the customer may make, both inbound and outbound.
8. Whether to purge the customer's voicemails.
9. The maximum number of voicemails per mailbox directory. Faxes are not affected by this setting.
10. The time zone the customer is in. This affects all dates and times the customer sees on the web and invoices.
11. If your system is configured for dial plans, the default dial plan.
12. The rate plan. If you are a reseller and the system owner has shared any rate plans, these will appear, along with your own rate plans.
13. The billing type.
14. Optionally a billing reference. This is included on call history reports; useful if you bill calls with an external application.
15. Whether the customer is liable for tax.
16. Optionally a tax reference. This is shown on invoices.
17. Whether to send invoices to the customer.
18. How much detail to include on invoices.
19. The currency to produce invoices in.
20. A credit limit. This is the amount the customer's balance may go below zero before they may no longer make calls. For pre-paid customers, this should normally be "0.00". For post-paid customers, set this to the maximum they are allowed to spend each month.
21. Whether to email the customer when their balance drops below a preset limit. "0.00" disables this feature.
22. Whether to automatically top-up the customer when this happens.
23. The customer's billing address.
24. Whether to give a percentage of the revenue or profit from this customer to another customer as an affiliate fee.

Click the "Save" button. An email will be sent to the customer with their login details.

If adding a normal customer, make any people, telephones, etc, for the customer as desired by switching to them