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Adding a New Customer

How to create a customer profile with payment and shipping information.
Have all customer information ready before starting the form, including payment card details and complete billing address, to ensure a smooth process.
To create a customer profile:
  1. Click
    Add customer
    .
  2. Enter the required fields.

    ADDITIONAL INFORMATION

    First name
    Customer's first name
    Last name
    Customer's last name
    Customer email
    Valid email address for receipts and notifications
    Card number
    Payment card number
    Expires
    Card expiration date (YYYY-MM format, e.g., 2027-12)
    Billing address
    Complete address associated with the payment card
  3. Enter additional information if desired.

    ADDITIONAL INFORMATION

    Company name
    Customer's company name (at the top "add customer" section)
    Customer reference ID
    Your own reference number for internal tracking (in additional details)
    Phone number
    Customer's phone number with country code (in additional details)
  4. Choose the shipping address option.
    • Check "Shipping address same as billing" to use the billing address.
    • Leave unchecked and enter a separate shipping address.
  5. Review entered information for accuracy.
  6. Click
    Save customer
    .

RESULT

A confirmation notification appears with a
View details
link to access the new profile.
A unique Customer ID is automatically generated. The payment method and shipping address are\ saved and marked as default.
You can use the customer to take payments or create subscriptions immediately.