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This section covers how to access the Customers section and add your first customer.

Access the Customers Section

Log in

Log in to your account.

Open Customers

In the left navigation menu, click Customers.

Result: The Customers landing page displays with search, sorting, and customer list features.

If you have not added any customers yet, an empty state appears with a call to action to add your first customer.

Add Your First Customer

Have all customer information ready before starting the form, including payment card details and complete billing address, to ensure a smooth process.

Start a new customer

Click Add customer.

Enter the required fields

Enter the required fields:

  • First name: customer's first name
  • Last name: customer's last name
  • Customer email: valid email address for receipts and notifications
  • Card number: payment card number
  • Expires: card expiration date (YYYY-MM format, for example, 2027-12)
  • Billing address: complete address associated with the payment card

(Optional) Add additional information

Enter additional information if desired:

  • Company name: customer's company name (at the top Add customer section)
  • Customer reference ID: your own reference number for internal tracking (in Additional details)
  • Phone number: customer's phone number with country code (in Additional details)

Choose the shipping address option

Choose the shipping address option:

  • Check Shipping address same as billing to use the billing address.
  • Leave unchecked and enter a separate shipping address.

Review the information

Review entered information for accuracy.

Save the customer

Click Save customer.

Result: A confirmation notification appears with a View details link to access the new profile. A unique Customer ID is automatically generated. The payment method and shipping address are saved and marked as default.

You can use the customer to take payments or create subscriptions immediately.

Last published: September 29, 2026