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

Business plan

Customer management requires a Business plan or higher.

Hosting add-on

The Hosting add-on must be enabled on your organization to access Host OS features.

You also need at least one site with miners already set up. If you haven’t done that yet, follow the Setup first site guide first.

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1. 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.

   The customer is not notified at this point. You send the portal invitation in a later step.

2. 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:

   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.

   Lease

   You lease your equipment to the customer. Equipment reverts to you when the contract expires. Supports up to 3 manual extensions.

   Infinity

   A hash-rate lease: the customer buys hash streams rather than physical machines. Activate immediately — no equipment assignment required.

   O&M

   Operations and maintenance contract. You manage a customer’s remote site on their behalf. Assign sites rather than individual miners.

   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.

   The contract is saved as a Draft with a temporary ID. A permanent contract number is assigned when you activate it.

   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.

3. 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.

   Once activated, the contract start date is locked. Make sure the start date is correct before activating.

4. 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.

5. 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

   Send your customer the Manage payments guide so they know how to add a payment method before their first invoice arrives.

6. 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).

   Customers in default or with a billing hold receive a Held invoice and are not emailed automatically.

7. 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

What’s next

Configure alerts

Set up event rules to get notified when customer equipment has problems.

Manage payments

Learn how invoicing, collections, and payouts work.