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Customers

Customers are the people (individuals or companies) in your portfolio — in the interface, the Customers page in the sidebar menu. Everything else in the system revolves around them: charges, agreements, notifications, and the debtor portal always point to a customer.

Customer list

The list​

The list shows name, document, phone, email, classification, and registration date, with search by name, document, or email. Each row gives access to the View, Edit, and Delete actions.

The record​

The New Customer form has these sections:

  • Basic Information — Name (required), Legal Name (for companies), Document Type (CPF or CNPJ) and Document Number (digits only), Nickname (or trade name), Date of Birth, Classification, and External ID.
  • Emails — as many addresses as needed, with a type (Personal, Business, Financial).
  • Phones — country, area code, and number, with a type (Mobile, Landline, Business, WhatsApp).
  • Addresses — street, number, unit, district, city, state, and postal code.
  • Tags — free-form labels to organize and filter the portfolio.
  • Additional Information — free-text Notes and Custom Data in JSON, for storing any business metadata (contract code, account owner, etc.).

Two fields deserve special attention:

  • Document (CPF/CNPJ): besides identifying the customer, it is what the debtor uses to confirm their identity on the portal (last 4 digits) and one of the deduplication keys on import.
  • External ID (external_id): the customer's identifier in your system (ERP, CRM, spreadsheet). It is the preferred deduplication key for imports and integrations — when present, it takes precedence over the document. If you keep the portfolio in sync with another system, always fill it in.

The customer detail view​

A customer's page gathers everything into cards: personal information, classification (with tags and notes), contacts, addresses, the person's latest charges (with due date and days overdue), recent notifications, recent interactions, and the custom data.

At the top, alongside Edit and Delete, sit three specific actions:

  • Portal Link — generates a secure debtor portal link for this person. Generating a new link revokes previous ones; the link expires, and the debtor confirms the last 4 digits of their document before seeing any amounts.
  • Statement — generates a PDF with the position of all of the person's charges (document, due date, status, original and current amount) and the totals open, overdue, and already paid. See Generated documents.
  • Reclassify — manually changes the customer's classification, with an optional reason field. See Classifications to understand when this is necessary and when the system handles it on its own.

Best practices​

  • Contact info is the rule's fuel: a customer with no email or phone receives nothing. Prioritize completing these fields on import.
  • Deleting is permanent (the interface asks for confirmation). If the problem is "do not contact", the right path is suppression/opt-out, which preserves the history.
  • Use tags for operational slices (legacy portfolio, wholesale, region) and Custom Data for whatever needs to travel with the customer in integrations.