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New Customer Onboarding Form Data
Social Media Form View Data

New Customer Onboarding Form Data
Social Media Form View Data

New Customer Onboarding Form

New Customer Onboarding Form

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1Business Information

2Accounts Payable Contact information

3Payment & Banking Details

4Client Acknowledgment & Consent

Registered Business Name:

Trading Name (if different):

ABN (Australian Business Number):

ACN (Australian Company Number, if applicable):

Is the business GST registered?

YES
NO

Upload Logo

Click or drag a file to this area to upload.

Primary Contact Person Name:

Primary Contact Person Position/Title:

Primary Contact Person Phone Number:

Primary Contact Person Email Address:

Business Industry:

Business Website (if available):

Other Industry (Please specify):

Same as Registered Business Address

Yes, use the same address.

Registered Business Address:

Address Line 1

City

State / Province / Region

Postal Code

Country

Billing Address (if different):

Address Line 1

City

State / Province / Region

Postal Code

Country

Business Phone Number

Business Email for Invoices:

Accounts Payable Contact Name:

Accounts Payable Email:

Accounts Payable Phone Number:

Do you have a Xero Network Key?:

YES
NO

Preferred Payment Terms

7 days
14 days
30 days

If Yes, please provide your Xero Network Key:

Preferred Payment Method

Bank Transfer
Credit Card
Direct Debit

Bank Name:

BSB:

Account Number:

Account Name:

Does the customer require a Purchase Order (PO) number on invoices?

YES
NO

Special Billing Instructions (if any):

Stripe Credit Card

Payment Terms for Projects

For projects valued over $1,000: A **50% deposit** is required before project commencement. The remaining balance will be invoiced as follows: - **25% upon project progress milestone** - **25% before the final output is delivered** - Payment structure may vary depending on the length, complexity, and amount of the project. For projects valued under $1,000: **Full payment upfront** is required before work begins.

Any specific requirements or preferences?

a Network for

I, , confirm that the details provided above are accurate to the best of my knowledge. I authorize RW Marketing to use this information for setting up my business in Xero for invoicing and billing purposes, including any recurring services and direct debit agreements if applicable.

Signature

Clear Signature

Date