> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dunedigital.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboard customers

> Add a new hosted customer in Host OS, create a contract, assign equipment, and collect your first payment.

Use this guide when you are a hosting provider adding a customer to your operation for the first time.

## Prerequisites

<CardGroup cols={2}>
  <Card title="Business plan" icon="building">
    Customer management requires a Business plan or higher.
  </Card>

  <Card title="Hosting add-on" icon="plug">
    The Hosting add-on must be enabled on your organization to access Host OS features.
  </Card>
</CardGroup>

You also need at least one site with miners already set up. If you haven't done that yet, follow the [Setup first site](/guides/setup-first-site) guide first.

***

<Steps>
  <Step title="Create the customer record">
    In **Host OS**, navigate to **Customers** and click **Add Customer**.

    Fill in the customer's details:

    | Field                | Notes                                                                |
    | -------------------- | -------------------------------------------------------------------- |
    | **Customer Name**    | The contact person's full name (required)                            |
    | **Company Name**     | Optional — shown on invoices if provided                             |
    | **Contact Email**    | Used for portal invitations and general communication (required)     |
    | **Billing Email**    | Where invoices are sent. Defaults to the contact email if left blank |
    | **Phone**            | Optional                                                             |
    | **Billing Currency** | Select a specific currency or leave as **org default**               |
    | **Active Account**   | Leave enabled so the customer can access services                    |
    | **Portal Access**    | Leave enabled so the customer can log into the customer portal       |

    You can also add internal notes (not visible to the customer) in the **Notes** section.

    Click **Create Customer** to save.

    <Note>
      The customer is not notified at this point. You send the portal invitation in a later step.
    </Note>
  </Step>

  <Step title="Create a hosting contract">
    From the customer detail page, open the **Contracts** tab and click **New Contract**.

    **Step 1 — Configure contract details**

    First select the contract type that matches the arrangement:

    <AccordionGroup>
      <Accordion title="Hosted">
        You host the customer's own equipment at your facility. Bill by kWh (metered from PDU, calculated from spec, or derived from hashrate) or a fixed monthly rate.
      </Accordion>

      <Accordion title="Lease">
        You lease your equipment to the customer. Equipment reverts to you when the contract expires. Supports up to 3 manual extensions.
      </Accordion>

      <Accordion title="Infinity">
        A hash-rate lease: the customer buys hash streams rather than physical machines. Activate immediately — no equipment assignment required.
      </Accordion>

      <Accordion title="O&M">
        Operations and maintenance contract. You manage a customer's remote site on their behalf. Assign sites rather than individual miners.
      </Accordion>
    </AccordionGroup>

    Then configure the remaining fields:

    | Field              | Notes                                                                                                          |
    | ------------------ | -------------------------------------------------------------------------------------------------------------- |
    | **Contract Term**  | Month-to-Month, 3 months, 6 months, 1 year, 2 years, or Custom                                                 |
    | **Start Date**     | Defaults to today                                                                                              |
    | **End Date**       | Auto-calculated from the term. Enable **Override** to set a specific date                                      |
    | **Auto-renew**     | When enabled, the contract renews on the end date. Customers must notify 60 days before the end date to cancel |
    | **Billing Method** | **Metered** (PDU readings), **Calculated** (power spec × hours), or **Hash** (hashrate × miner efficiency)     |
    | **Rate (\$/kWh)**  | Pre-filled from your org energy rate                                                                           |
    | **Power Cap (kW)** | Optional maximum power allocation for this customer                                                            |

    Click **Next: Assign Equipment** to save the draft and advance to step 2.

    <Note>
      The contract is saved as a **Draft** with a temporary ID. A permanent contract number is assigned when you activate it.
    </Note>

    **Step 2 — Assign equipment**

    Select the miners to include under this contract. You can filter by site, model, and status. Assigned miners will appear in the customer's portal.

    Click **Complete Setup** when done.
  </Step>

  <Step title="Activate the contract">
    From the **Contracts** tab on the customer page, find the draft contract and click **Activate**. The system generates a permanent contract number and sets the status to **Active**.

    <Warning>
      Once activated, the contract start date is locked. Make sure the start date is correct before activating.
    </Warning>
  </Step>

  <Step title="Invite the customer to the portal">
    From the customer detail page, click **Send Portal Invite**. Dune Digital sends a branded invitation email to the customer's contact email address.

    The email includes a one-time link that lets the customer set a password and access their portal. Your organization's logo and name appear in the email if you have configured branding under **Settings → Branding**.
  </Step>

  <Step title="Customer accepts and sets up their account">
    The customer clicks the link in the invitation email, sets a password, and logs in to the Customer Portal.

    From the portal, the customer can:

    * View the miners assigned to their contract and monitor live hashrate
    * See their billing history and download invoices
    * Add a payment method (ACH, card, or crypto)
    * Configure alerts for their equipment

    <Tip>
      Send your customer the [Manage payments](/guides/manage-payments) guide so they know how to add a payment method before their first invoice arrives.
    </Tip>
  </Step>

  <Step title="Generate the first invoice">
    Navigate to **Host OS → Invoices** and click **Generate Invoices** (or use **Run Batch Generation** to generate for all active customers at once).

    In the batch generation dialog:

    1. Select the **Billing Period** (the calendar month to invoice)
    2. Choose **All Customers** or a specific customer
    3. Check **Skip customers with existing invoices** to avoid duplicates
    4. Review whether auto-send is enabled — if it is, invoices are emailed to customers automatically on generation

    Click **Generate All** (or **Generate Invoice** for a single customer).

    <Note>
      Customers in default or with a billing hold receive a **Held** invoice and are not emailed automatically.
    </Note>
  </Step>

  <Step title="Prompt the customer to set up payment">
    If the customer hasn't added a payment method yet, navigate to the customer detail page and open the **Billing** tab. From there you can send a payment setup link or remind them to visit **Payments** in their Customer Portal.

    Supported payment methods:

    * **ACH bank transfer** — no fee, recommended (requires ACH to be enabled on your plan)
    * **Bitcoin / USDC / USDT** — small network fee
    * **Credit card** — processing fee applies, subject to a per-transaction limit
  </Step>
</Steps>

## What's next

<CardGroup cols={2}>
  <Card title="Configure alerts" icon="bell" href="/guides/configure-alerts">
    Set up event rules to get notified when customer equipment has problems.
  </Card>

  <Card title="Manage payments" icon="credit-card" href="/guides/manage-payments">
    Learn how invoicing, collections, and payouts work.
  </Card>
</CardGroup>