Customer management

How do I add a new customer?

Step 1

To create a customer profile, click "Create New" and input the customer's details.

The 'Customer Ref' is used to identify the customers profile and must be unique. All fields marked with an asterisk are mandatory.

Step 2

Click on 'Create Customer' to save the customer profile.

Once the customer profile has been created, you can add the customer's card details for the taking future payments.

How to add a new payment method?

Step 1

To add a card, click on the 'Add Payment Method' Button.

Step 2

Once you have added the card details click 'Save Payment Method' to update the customer's profile. The card details are now securely stored allowing you to process a payment against the customer by clicking 'Take Payment'.

Alternatively you can schedule a payment for a future date.

How do I take regular payments from a saved customer

Step 1

To setup a scheduled payment click on 'More' and choose 'New Schedule' from the dropdown menu.

Step 2

Set up the schedule to run at the required date and frequency. All fields marked with an asterisk are mandatory. Click 'Save' to save the schedule.

The customer profile will be updated with the schedule.