Create a Customer

Someone needs to have his/her info stored to make multiple payments? Excellent, here’s how:

  • Log in to
  • Click “Customers” in the navigation menu on the left.
  • Click “Create Customer” in the upper right corner.
  • Complete the customer information and tap “Create Customer.”
  • To add payment information, click the “Create Payment” button in the “Payments” tab of the customer detail record. Fill in the mandatory card number and expiration date, and we recommend you fill in all of the optional fields you can as well. (Going back to do it later is just extra work.)
  • Tap “Save Method” at the bottom of the form to seal the deal.