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iCount

ניהול מסמכים חשבונאיים ב-iCount

Customer → Create

AI-generated

Summary

Create a new customer in the iCount system.

Inputs

  • name (required) — The name of the customer.
  • id_number — The customer's HP number.
  • email — The customer's email address.
  • first_name — The customer's first name.
  • last_name — The customer's last name.
  • vat_id — The customer's VAT ID.
  • phone — The customer's phone number.
  • mobile — The customer's mobile number.
  • fax — The customer's fax number.
  • address — The customer's address.
  • city — The customer's city.
  • bus_country — The business country.
  • bus_state — The business state.
  • bus_city — The business city.
  • bus_zip — The business ZIP code.
  • bus_street — The business street.
  • bus_no — The business street number.
  • home_country — The home country.
  • home_state — The home state.
  • home_city — The home city.
  • home_zip — The home ZIP code.
  • home_street — The home street.
  • home_no — The home street number.
  • bank — Bank associated with the customer.
  • branch — Branch associated with the customer.
  • account — Customer's account number.
  • faccount — Foreign account number.
  • notes — Any additional notes for the customer.
  • digsig — Customer's digital signature.
  • custom_client_id — Custom client ID for the customer.
  • custom_info — Any custom information for the customer.
  • employee_assigned — Employee assigned to manage the customer.
  • client_type_id — Client type identifier.
  • payment_terms — Payment terms in days.
  • client_type_discount — Discount percentage for the client type.

Output shape

a single record

The created customer record.

Examples

Example 1: Creating a customer with all necessary details.

Set the required 'Customer Name' and optional fields like 'Email', 'Phone', etc.

Discussion