Add a Customer

Learn how to create a new customer and add their payment details - including tokenisation.

  1. Select Customers from the left hand side menu
  2. Select New Customer from the Actions menu
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  1. Enter the Customer details, including optional address and contact details

Upon clicking the "Create Customer" at the bottom of the form. You will be directed to the optional add payment methods page.

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  1. Enter the Customers credit card, AND/OR bank account details
    1. this new payment method will be tokenised according to your account set up