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 shows you how to create and save a new customer to your portal account.
Audience: Merchant
Create a Customer
Ensure that you complete all steps in the following sections.
Note
The Payrix Pro platform creates a customer record every time a token is generated. As a result, you do not need to create a new customer if you create a new token.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have the customer’s full name and email address.
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
Click ADD CUSTOMER in the upper-right corner of the page to open the Add Customer dialog on the page.
Enter the customer's first name, last name, and email address.
(Optional) Enter the customer’s phone number, company name, and billing address.
Click ADD to complete the process.
Result: The new customer appears in the Customers table, and the customer account is now active. You can customize the customer profile by selecting the entry in the Customers table, or you can begin creating transactions with the new customer account.
Next Steps
After creating the new customer account, review the following guides for 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 Token Payment with Quick Charge: Process a payment for one of your customers using a payment token saved in the portal.