New Customer - Fintrix Dashboard

Personal Information

First Name *

Last Name *

Email Address *

We'll use this email for all communications

Phone Number *

Date of Birth

Gender

Contact Information

Street Address *

City

State / Province

ZIP / Postal Code

Country

Company Details

Company Name

Company Registration Number

Industry

Company Size

Annual Revenue

Company Website

Tax ID / VAT Number

Required for invoicing and tax purposes

Business Contact

Contact Person Name

Position / Title

Business Email

Business Phone

Payment Information

Preferred Currency

Payment Terms

Credit Limit

Preferred Payment Method

Billing Address

Same as contact address

Billing Street Address

City

State / Province

ZIP / Postal Code

Country

Bank Account Details

Bank Name

Account Number

Routing Number

SWIFT / BIC Code

IBAN

Customer Settings

Customer Type

Customer Status

Customer Priority

Assigned Account Manager

Notification Preferences

Email Notifications

Receive email updates about invoices and payments

SMS Notifications

Receive text messages for important updates

Marketing Communications

Receive promotional offers and newsletters

Payment Reminders

Automated reminders for upcoming payments

Access & Permissions

Portal Access

Allow customer to access their portal

API Access

Enable API integration capabilities

Auto-approve Invoices

Automatically approve invoices without review

Customer Photo

Upload a profile picture
JPG, PNG or GIF (max. 5MB)

Quick Summary

Customer Type

Individual

Status

Active

Priority

Medium