Creating a customer

Customer Account    

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: 01/01/2025
   
   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 01/01/2025 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

    screenshot
42. Congratulations, you are done!
    
    You have learned how to create a customer. Now you can do this by yourself.

Customer   Console perspective   Recurring billing