Use Case: Create a Customer

You can create a new customer in the portal to quickly assign invoices, subscriptions, payment tokens, and other information to a single account. This tutorial walks you through the steps to create and save a new customer.

Open

Partial view of the Customers page.

Prerequisites

Tips

Create a Customer

Access the Customers Page

Navigate to the Customers page by clicking CUSTOMERS under the Payments category in the left navigation panel.

Create a New Customer

1. Click ADD CUSTOMER in the upper-right corner of the page to open the Add Customer lightbox on the page.

2. Enter the customer's first name, last name, and email address.

3. (Optional) Enter the customer’s phone number, company name, and billing address.

4. Click ADD to complete the process.

Result: The new customer appears in the Customers table.

Next Steps

After creating the new customer account, review the following use case guides for additional information on related topics:

• Create a Customer Payment Token: Use your customer’s payment information to create a payment token in the portal.

• Process a Payment with Quick Charge Using a Token: Process a payment for one of your customers using a payment token saved in the portal.

Conclusion

The new customer account is now active. You can customize the customer profile by clicking on the entry in the Customers table, or you can begin creating transactions with the new customer account.

References

Click the links or items below to access any of the following pages:

• Customers page

• Create a Customer Payment Token

• Process a Payment with Quick Charge Using a Token