Customers

The Customers module is used to manage customer accounts, billing configurations, portal access, and integrations.

Important: Customers must first be connected and synchronized with QuickBooks Online before they can be managed in Kwiqli. 

Viewing Customers

Instructions 

1. Click the Customers tab.

2. Review the customer list.

3. Use the Search bar to locate a customer by:

• Customer name

• Company name

• Email address

Click View beside a customer to open the account.

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Functions

• View customer balances

• Check Auto-Invoice status

• Check Auto-Pay status

• Review account updates

Customer Details

Instructions

1. Open a customer profile.

2. Select the Customer Details tab.

3. Update the following information as needed:

• Contract Type

• Contract Start Date

• Contract End Date

• Monthly Minimum Commitment

• Customer Memo

Enable or disable the Is Billable toggle.

Click Update to save changes.

 

Functions

• Manage customer billing eligibility

• Store contract details

• Add internal account notes

 

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Customer Logins

Instructions

1. Open a customer profile.

2. Click the Customer Logins tab.

3. To add a portal user:

• Click Add New Login

• Enter the customer email

• Assign the role

• Save the login

To remove access:

• Click Remove

To troubleshoot customer access:

• Click Impersonate

Functions

• Manage customer portal access

• Troubleshoot customer accounts

• Monitor portal activity

 

Billing Rules

Instructions

1. Open a customer profile.

2. Select the Billing Rules tab.

3. Click Add New Billing Rule.

4. Configure:

• Product

• Pricing Type

• Tiered Pricing

• Descriptions

Save the billing rule.

To edit a rule:

• Click Edit

• Update the configuration

• Save changes

 

Functions

• Automate recurring billing

• Configure tier-based pricing

• Manage usage billing

 

Understanding Billing Rules

A Billing Rule is an automated billing configuration that tells Kwiqli how and when to charge a customer for a product or service.

Billing Rules automatically generate invoice charges based on predefined pricing and billing settings, eliminating the need for manual invoice creation.

 

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Common Uses for Billing Rules

Billing Rules can be used for:

• Recurring monthly services

• Usage-based billing

• Tier-based pricing

• Minimum monthly commitments

• Annual or one-time charges

Example

A customer may be billed monthly for:

• Calling App Licenses

• Call Recording Licenses

• Support Services

 

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Tier-Based Pricing Example

 

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How Billing Rules Work

1. Create a Product or Service

2. Assign the Product to a Customer

3. Configure Pricing and Billing Logic

4. Enable Auto-Invoice

5. Kwiqli Automatically Generates Invoice Charges

 

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Benefits of Billing Rules

• Automates recurring billing

• Reduces manual invoicing

• Improves billing accuracy

• Supports tiered and usage pricing

• Simplifies customer billing management

 

Invoice Settings

Instructions

1. Open a customer profile.

2. Select the Invoice Settings tab.

3. Configure:

• Invoice Template

• Invoice Date

• Auto-Invoice

• Payment Method

Click Update after making changes.

Functions

• Configure customer billing schedules

• Enable automatic invoice generation

• Assign payment gateways

 

Customer Integrations

Instructions

1. Open a customer profile.

2. Click the Integrations tab.

3. Enter the customer integration reference or QuickBooks ID.

4. Click Update.

Functions

• Store QuickBooks customer references

• Link external systems

• Configure customer-specific integration