Registering Customers: Creating a New Customer

Registered customers will need to be entered into the system before any payments can be made for that customer.

1. Log in to the system, and select Transactions from the left menu bar.

2. Select a payment type, such as an ACH preauthorized payment. You will not be required to run a payment when creating a customer.

3. From the top of the payment page, select Add/Search Customer.

4. A Customer panel appears, as shown below. Select Add Customer from the bottom of the panel.

5. An Add Customer window appears, with a variety of information that can be entered for a customer. Required fields are designated by an asterisk. While not all fields are necessary, more information about a new customer will make it easier to search and find this particular customer in the future. Fill in all required fields and select Save.

6. Once you have saved the customer information, you have the opportunity to enter payment information for this customer, depending on the type of payment originally selected. Fill in any required account information for the customer. You will not be required to make a payment for this customer at this time. Select Save and Continue.

NOTE: If at this time you wish to process a payment for the customer, move forward with processing the payment. If you do not wish to process a payment for the customer, select Dashboard from the left main menu to return to the main page.