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Creating a customer

Version: V3.1.6843
Added on: 08/29/14
Time: 30 min
Category: Tutorials

Useful Terms

Creating a customer

  1. Are you ready?

    In this tutorial we are going to learn how to create a customer with a recurring payment type.

    We will use the following parameters:
    Customer's Name: John Smith
    Gender: Male

    Contact Info/Billing Address:
    300 5th Ave
    New York
    10001, NY
    Home Phone: (646)187-1111
    E-mail: john.smith@email.com

    Payment type: Recurring
    Amount: $28.00
    Description: Monthly Dues
    Number of payments: 6
    Cyclicity: Monthly
    Billing Cycle: 01/01/2024

    Payment Source: Credit Card
    Holder Name: John Smith
    Card#: 5499740000000057
    Expiration date: 04/22
    CSC: 111
  2. Log in to the system using your Username and Password and switch to the Console Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. You can add new customer using the New Customer form, which is available at the following places:

    • Perspective => Console Perspective => Customers => List => Create New Customer
    • Perspective => Console Perspective => Customers => New

    You can choose any place you like.
  5. Locate   Person  tab
  6. Enter John into the First Nametextbox
  7. Enter Smith into the Last Nametextbox
  8. Locate   Gender  label
  9. Locate   Male  radio button and select it.
  10. Locate   Contact Info  groupbox
  11. Enter 300 5th Ave into the Streettextbox
  12. Enter New York into the Citytextbox
  13. Select United States and New York in Statedropdown
  14. Enter 10001 into the ZIP Codetextbox
  15. Enter (646)187-1111 into the Home Phonetextbox
  16. Enter john.smith@email.com into the E-mailtextbox
  17. Locate   Payment  groupbox
  18. Locate   Payment Type  label
  19. Locate   Reccuring Payment  radio button and select it.
  20. Locate   Save Payment Option  checkbox and check it off.
  21. Locate   Notes  groupbox and add notes if needed.
  22. Locate   Recurring Payment  groupbox
  23. Enter 28 into the Amounttextbox
  24. Enter Monthly Dues into the Descriptiontextbox
  25. Locate   Terms  label and select # Payments.
  26. Enter 6 into the textbox next to #Payments radio button.
  27. Locate   Billing Cycle  label
  28. Locate   Monthly  radio button and select it.
  29. Select 01/01/2024 in Next Billingdropdown
  30. Locate   Credit Card  radio button and select it.
  31. Locate   Credit Card  groupbox
  32. Select Create New in Existingdropdown
  33. Enter John Smith into the Name on Accounttextbox
  34. Enter 5499740000000057 into the Credit Card #textbox
  35. Enter 04/22 into the Exp Datedropdown
  36. Enter 111 into the CSCtextbox
  37. Enter 300 5th Ave into the Streettextbox
  38. Enter New York into the Citytextbox
  39. Enter United States and New York into the Statedropdown
  40. Enter 10001 into the ZIP Codetextbox
  41. Click   Processbutton
  42. Congratulations, you are done!

    You have learned how to create a customer. Now you can do this by yourself.