Create a Customer

Storing customers in the system ensures that their information, including contact details and payment methods, is always up-to-date. This saves time when processing payments, as you can quickly select an existing customer and their stored payment method, streamlining the process. Additionally, tying payments to specific customers makes it easier to track and locate transactions, improving organization and efficiency.

Create a New Customer

1. Visit the Customers tab in the side navigation.

2. Click the New Customer button at the top-right of the page.

3. Enter the customer details, such as name, email, phone number, and billing/shipping address (optional). Note that a customer can be created with just a name, but we recommend adding as much information as possible for accuracy. 

    - Customer's email although it is not mandatory, we recommend including this field, as it may be needed for other flows, such as creating a subscription.

4. Move to the Payment Methods tab to add payment methods for the customer. You can add both cards and bank accounts. 

If a shipping address was added at the customer level, it can be reused here. 

If the billing address for the payment method is different, you can add it without changing the main customer profile.

5. Click the Save Customer button at the top-right of the screen.