On This Page
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:
- ClickAdd customer.
- 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
- 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)
- Choose the shipping address option.
- Check "Shipping address same as billing" to use the billing address.
- Leave unchecked and enter a separate shipping address.
- Review entered information for accuracy.
- ClickSave customer.
RESULT
A confirmation notification appears with a
View details
link to access the new profile.You can use
the customer to take payments or create subscriptions immediately.