Create a New Customer Account

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You can create a customer account from Microsoft Dynamics 365, as well as you can add Bill to and Sold to contacts. To create a quote, you must create and compile Account and Contact information.

Create a New Customer Account

When you create an account, provide as much detail as possible so that you can bill correctly. Strive for accurate and consistent spelling of a corporate name if it is a company. Your billing customer database is only as good as the data being entered into the system.

Take the following steps to create a new customer account:

In your Microsoft Dynamics 365 sales hub, navigate to the Accounts layout page under the Customers section.
Click the New button.
Enter the Basic Information and Contacts for the account. The following table provides a detailed description of each field displayed on the Accounts layout page.

Section	Field	Required?	Description
Account Information	Number	No	This is a unique number that identifies an account. This is a system-generated account number that cannot be edited.
	AllowInvoiceEdit	No	The status of the invoice edit feature. Select Yes to allow editing. Select No or omit the field to prevent editing.
	AutoPay	No	The status of the Auto pay feature. Select YES to collect future payments automatically when they're due during a Payment Run.
	Account Name	Yes	The name of the account that has purchased services and/or products that you need to bill for.
	Phone	No	The telephone number of the customer.
	Payment Terms Code	No	Indicates when the customer pays for subscriptions.
	Parent Account	No	The hierarchy of customer accounts. Select Parent Account if you want to create a hierarchy of customer accounts and use Zuora's enterprise billing features.
	Fax	No	The fax number of the customer.
Address	Address 1: Street 1	No	Use this section to specify the complete address of the customer.
	Address 1: Street 2	No
	Address 1: Street 3	No
	Address 1: City	No
	Address 1: State/Province	No
	Address 1: ZIP/Postal Code	No
	Address 1: Country/Region	No
Zuora Information	Currency	No	Currency that the customer is billed in.
	Batch	Yes	Organizes your customer accounts into groups to optimize your billing and payment operations. For example Batch 1 for US-based customers, Batch 2 for Asia.
	Bill Cycle Day	No	Billing cycle day on which bill runs generate invoices for the account.
	Invoice Delivery Preference	No	The delivery preference for the invoice. Options include: 1. Select all 2. Print 3. Email
	Invoice Template ID	No	Legal documents template for the customer. They are used to correct charge mistakes on invoices and to manage the balance due on a particular invoice or account.
	Credit Memo Template	No
	Debit Memo Template	No
	Communication Profile	No	Associates the account with a specified communication profile, which is a set of policies that determine how and which notifications are sent to users with the specified communication profile.
	Customer Service Rep	No	The salesperson or account manager who sold the account, or it can be the person responsible for the account.
	Zuora Account ID	No	Zuora will create these fields once the account is mapped.
	Zuora Account Number	No	Zuora will create these fields once the account is mapped.
Contacts	Primary Contact	Yes	The primary Contact, Bill To, and Sold To contact profiles are used for billing. The Bill To and Sold To contact can be the same or a different person/entity. The Bill To Contact is the person you would like to bill or send the invoice to. The Sold To Contact is the person you have sold your product or services. This person can be the same as the Bill To contact.

Click Save. The customer account is saved with an active status. You can create subscriptions for this account and start charging them for your products or services.