# Creating a Client

https://docs.wisecp.com/es/creating-a-client

Create a client record by hand, without waiting for a sign-up on the website.

## Opening the Screen

Go to **Clients › Client List** and use the **Create Client** button, or open the address `{admin}/users/create` directly.

## What Is on the Screen

The form is a single page split into six sections. You move through them with the **Next** button, but nothing stops you from jumping straight to the section you need; only the fields marked as required have to be filled before the record can be saved.

- **Account Type**: Individual or Corporate. The choice decides whether the Company Information section applies.
- **Personal Information**: Full name, birth date, national ID.
- **Company Information**: Company name, tax ID, tax office. Only for a corporate account.
- **Contact Information**: Email, mobile and landline numbers.
- **Billing Address**: Address, country, state, city, ZIP code.
- **Preferences, Special Settings and Options**: Language, currency, client group, billing exceptions, verification and welcome email switches, password.

## Fields

- **Account Type**: Individual or Corporate. Corporate opens the Company Information section; the tax fields are only stored for that type.
- **Full Name**: Required. Used as the client's billing name on invoices and in every list in the panel.
- **Birth Date**: Optional. Some registrars and identity checks ask for it later.
- **National ID**: Optional. The unique identifier a country assigns to a person, such as a national identity number or a social security number.
- **Company Name**: Corporate accounts only. Printed on the invoice above the billing address.
- **Tax ID**: Corporate accounts only.
- **Tax Office**: Corporate accounts only.
- **Email**: Required and unique. It is the sign-in name of the client and the address every notification goes to.
- **Phone (Mobile)**: Country code is picked from the flag menu. SMS notifications and phone verification use this number.
- **Phone (Landline)**: Optional second number. Never used for SMS.
- **Address**: Street address as it should appear on the invoice.
- **Country**: Fills the state and city lists, and decides which tax rule applies to the client.
- **State**: Enabled once a country is chosen. Countries without a state list keep this field disabled.
- **City**: Enabled once a state is chosen. Where no list exists, a free text box replaces the menu.
- **ZIP Code**: Optional, but some payment gateways reject a payment without it.
- **Language**: The language of the client area and of every notification sent to this client.
- **Currency**: The currency the client is invoiced in. Changing it later does not convert existing invoices.
- **Client Group**: Optional. Group membership can carry a discount and its own product visibility.
- **Tax Exemption**: No tax line is added to this client's invoices, whatever the tax rules say.
- **Never Suspend**: Automation skips this client when it suspends services over an unpaid invoice.
- **Never Cancel**: Automation never cancels this client's services automatically.
- **Separate Invoices**: Every renewal gets its own invoice instead of being merged into one document.
- **Never Late Fee**: No late fee is added to an overdue invoice of this client.
- **Send Welcome Email**: On by default. Sends the account details to the client as soon as the record is saved.
- **Verified Email**: Marks the address as already verified, so the client is not asked to confirm it.
- **Verified Phone**: Marks the mobile number as already verified.
- **Marketing Notifications**: On by default. Controls whether bulk campaigns may reach this client.
- **Set Password**: Leave both password boxes empty to let the system generate one and send it with the welcome email.

## Tasks

### Creating an individual client

1. Leave **Account Type** on Individual.
2. Fill **Full Name**, then **Email** and the mobile number.
3. Fill the billing address, starting with the country so the state and city lists load.
4. Pick the language and currency the client should be billed in.
5. Save. The welcome email leaves immediately if the switch is on.

### Creating a corporate client

1. Set **Account Type** to Corporate.
2. Fill **Company Name**, **Tax ID** and **Tax Office** along with the personal fields.
3. Continue exactly as for an individual client.

### Setting the password yourself

1. Open the **Options** section.
2. Type the password twice, or use the generator button to produce a strong one.
3. Save. The password is stored hashed and cannot be read back later.

## Things to Watch

> **The email address is the identity**
> 
> A client record is identified by its email address; two clients cannot share one. Changing it later changes the client's sign-in name as well.

> **The billing exceptions are permanent**
> 
> Never Suspend, Never Cancel and Never Late Fee take automation out of the loop for this client until you switch them off again. They are meant for a handful of accounts, not for a whole client group.

## Required Privileges

Opening the screen needs a privilege from the `USERS` group; saving the record needs `USERS_OPERATION`.

## Related Articles

- [Client List](https://docs.wisecp.com/en/client-list)
- [Client Detail Overview](https://docs.wisecp.com/en/client-detail-overview)
- [Client Profile](https://docs.wisecp.com/en/client-profile)