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 will walk you through the steps to create and save a new customer.

Objective

Successfully add a new customer to your Portal account.

Prerequisites

Prerequisites:

• You must have a fully boarded account to perform any of the actions described in this use case guide.

• You must have the customer’s full name and email address.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: The Payrix platform will create 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.

Create a Customer

1. Access the Customers Page

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

2. Create a New Customer

• Step 1: Click the ADD CUSTOMER button in the upper right-hand corner of the page to open the Add Customer lightbox on the page.

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

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

• Step 4: Click ADD to complete the process.

Result: The new customer will appear in the Customer page table.

Next Steps

Once the new customer account is created, 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 by following the Create a Customer Payment Token guide.

• 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 by following the Process a Payment with Quick Charge Using a Token guide.

Conclusion

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