New Customer

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New customer

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Accounts created here are approved immediately — a staff member creating the account is itself the approval, so there's no pending step. The customer receives their portal login by email.

Account type & contact

Consumer accounts skip the business-information, credit-limit and billing-cycle fields.

Business information

Business accounts only

Display name (order prefix)

First letter of each word in the name + a mandatory trailing dash. Editable at any time.

Billing & pricing

Create

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