Customer onboarding

Pick a product, then generate its onboarding form and send it to a prospect. They fill in their company, billing, owner and subscription details and return it. Every form is identical and every generation is logged below.

Product

Internal reference (optional)

Only used to label the saved copy and the history entry. It does not appear on the form.

Recent

History

Everything this tool has done, newest first.

Provision a customer

Upload the returned onboarding form to auto-fill the details, review them, then create the Arxdock account and save the billing customer. You can also fill the fields in by hand.

Returned onboarding form (PDF)

Company

Legal company name

VAT number

Registration no.

Address line 1

Address line 2

Postal code

City

Country

Primary contact

Name

Function

Phone

Billing

Billing email

Customer reference

Billing address, only if different from the company address above.

Address line 1

Postal code

City

Country

VAT treatment

Payment terms (days)

Subscription

Tier

Billing cycle

Start date

Account owner

Primary site name

Owner name

Owner email

Owner phone

Notes

Send invite email now (leave off to provision quietly and send it later)

Invoices

Create and manage invoices for your billing customers. A number is assigned the moment an invoice is issued, and that number doubles as the payment reference.

New invoice

Customer

Description

Amount (EUR, excl. VAT)

Quantity

Service period start

Service period end

Issue date

Your reference (their PO)

Due date

VAT

All invoices

Customers

Every customer with their subscription status. Whatever needs action is sorted to the top. Click a customer to open their full record.

Show sandbox tenants

VAT report

Issued invoices per quarter, split by VAT treatment, ready for your BTW aangifte. The invoice date determines the quarter.

Quarter