1. Go to Customers > Leads
   
    
2. Click Create Lead
   
    
3. Fill out the following information:
   1. Select if the Account is an Individual or a Business Account. The default is "Business" Individual - Accounts are created on the individual's name and invoices are paid out to the payee name of the account holder. Business - Business subscribers will hold a company account and invoices are payable to the company name. 
   2. Choose a File- Click on Choose a file button to upload a profile image of the subscriber. This image would be shown on the Subscriber account view page. The Image is an optional field.
   3. Currency- Select the currency in which the subscriber would be charged. For example, it can be USD, EURO, and INR.
   4. Preferred Billing Date- Select the day of the month (1-31) when the subscriber would receive their bills. The default day is 1. 
   5. Company Name: Name of the company / Business associated with the account. This field is available only for a Business subscriber. This is a required field if the Account type is chosen as Business.
   6. Account Number- Enter an account number for the new subscriber. If left blank, the system will generate its own number. 
   7. Tax Exemption Indicator- Select the SureTax tax exemption code that would define the tax exemption criteria for your customers depending on their exemption forms.
   8. Authorized Payment Limit - Enter an amount that defines the threshold limit for auto bill generation. A business can use this field if they want to automatically send invoices to the subscriber when the subscriber bill amount reaches or crosses this value. This is an optional field and is set to “0” by default.
   9. Account Under- This field is specific to the Account Hierarchy. You can select the account as parent account if the subscriber's account is parent sponsored and bills are paid the account selected here.
   10. Agent- Select an Agent account to be associated with the subscriber. This field is used if a business wants to link their Agents / Referral partners with subscribers for earning commissions.
   11. Activation Start-  Select the date from when the subscriber's account is effective. This is an optional field. If no selection is made, by default, the activation will start from the date when an account is created.
   12. Credit Limit- Enter the amount that defines the maximum credit limit of the subscriber's account. A business can use this field to control the spending limit on a subscriber account.
   13. Carry Forward Balance: This field offers the ability to create an account with an initial balance (Carry Forward Balance). The initial balance will be displayed as the previous balance on the first invoice that would be created for this customer. The type can be selected as Debit or Credit.
   14. Payment Due Interval-  This field can be used to specify the payment term for the subscriber account. This field takes a numeric value. Setting a value of 15, for example, would mean NET 15. This is an optional field. If the value is not defined here, the system will take the default value set in "Payment Due Interval" under settings. This only applies to recurring invoices.
   15. Delay Billing - Select to the no. of days by which you would like to delay the generation of your bill. For example: if the value is set as 5 and the billing date of the month is set as 1st of every month. The invoice will be generated on the 6th of each month. This is an optional field, and allowed values are between 0 and 27.
   16. Billing Suppression Threshold - The Billing Suppression Threshold is the minimum threshold amount that the bill amount must surpass for an invoice to be generated. If the threshold amount is not surpassed, the invoice generation gets suppressed and is thus not generated. This is an optional field.
   17. Accounting Display Name - This field is used to provide a name that will be used as the display name for the subscriber account in QuickBooks if the account is sync into the same.

Customer Documents (Optional)

1. Upload any documents you would like to have on file for your customer. This includes their contract, quote, invoices, receipt, etc.

Contact

1. Enter the following information:
   1. First Name - Enter the first name of the subscriber. This is a required field.
   2. Last Name - Enter the last name of the subscriber. This is a required field.
   3. Email Address - Enter the email address of the subscriber. This is a required field.
   4. User Name -  Define a username for the subscriber to access the system. The default is their email address. 
   5. User Role - Choose the selfcare role which you would like to associate with this subscriber. Depending upon the role chosen, the subscriber will gain access to the selfcare website accordingly.
   6. Contact Phone - Enter the contact phone number of the subscriber.
   7. Cell Phone - Enter the cell phone or mobile phone number of the contact if needed.
   8. Alternate Phone - Enter an alternate phone number for the contact if needed.
   9. Designation or "Title" - Enter the designation or role played by the contact in the organization

Address

1. Enter the following information:
   1. Address - Enter the address of the subscriber. This is a required field.
   2. Address 2 - Enter part of the subscriber’s address, if any.
   3. City - Enter the residing city of the subscriber. This is a required field.
   4. State - Enter the residing state of the subscriber. This is a required field.
   5. Zip/Postal Code - Enter the postal or zip code of the residing city of the account. This is a required field.
   6. Add another address to include any additional addresses.
       

1. Click Create New Lead