Add Customer

Only Applicable for Merchant Accounts

1. Navigate to Vault in the Sidebar Menu.

2. Select to Add Customer.

3. Complete the following details:

• Customer Name (required)
• Company Name
• Phone Number
• Email Address
• Card Details
  • PAN Number (Credit/Debit Card 16 Digit Number)
  • Expiry Date
  • Cardholder Name
• Address Details
  • Home Address Label
     Option to toggle Same as Billing address.
• Billing Address
  • Customer Name (Auto Populated from Customer Name field)
  • Street Number
  • Street Name
  • Unit
  • Zip Code
  • City
  • State
• Shipping Address
  • Customer Name (Auto Populated from Customer Name field)
  • Street Number
  • Street Name
  • Unit
  • Zip Code
  • City
  • State

4. Select Save to Complete.