How to add a billing method to a customer.

Customers are now allowed to have more than one contract with BBOXX.

Where each customer will have to choose from the billing methods every time they need a product or a package.

Pulse has 3 types of billing methods:

• Financial contract

• Subscription

• Upfront

The Next slide will demonstrate how to add a new contract to a customer in Pulse 2.0.

customer Search

Search for the customer

using their Customer ID, Phone Number.

Use the new Application button search using the customer's phone number and all the information will appear automatically and you proceed(This procedure also helps in editing the customers' information)

Customer Page

On the top right click on the dropdown menu and select "Create Transaction"

Create Transaction
Select Product/ Package Category:

• Solar Home System

• Minigrid

• Cook

Select Billing method type:

• Financial Contract

• Subscription

• Upfront

Choose products / Packages
Choose Products or packages
Once the Package /Product is selected

• Select the billing method.

• Select the number of Products/Packages needed

• View the Basket ( For confirmation)

• Proceed to the Next Page

Choose the Adress:

Lookup for the customer's address.

Choose the right address to facilitate technicians to easily allocate Customers.