How-to: Add a Customer (for payments) (Merchant Portal)

Customer records allow you to store important details about the person or business associated with the given Payment. You can include information such as phone numbers and addresses, which may not be directly related to the payment itself but may be helpful to have for future reference.

Procedure

• Log in

  • Log into the reporting website with your user credentials.

• Access the Payments Section

  • Navigate to the Main Menu and select Payments.

• Navigate to Customers

  • Click the Customers option.

• Add a New Customer

  • Click the Add New button.

• Enter Customer Name

  • Input the customer’s name.

• (Optional) Enter Additional Details

  • Enter any additional information about the customer, such as their email address, phone number, etc.

• Save the Customer

  • Once all details are entered, click the Save button.