How do I add a customer for recurring billing?

Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract.

Important: You must enter either a first name and a last name, or a company name when you add a new customer for recurring billing.

To add a customer for recurring billing:

  1. On the toolbar, click Recurring Billing.
  2. On the side menu, click Add New Customer.
  3. Type the Customer Information:
    1. Customer ID. You can assign a Customer ID that includes numbers and letters.
    2. Company
    3. First Name
    4. Last Name
    5. Title
    6. Department
  4. Type the Contact Information:
    1. Email Address
    2. Daytime Phone
    3. Evening Phone
    4. Mobile Phone
    5. Fax Phone
  5. Enter the Billing Address:
    1. Address Line 1
    2. Address Line 2
    3. Address Line 3
    4. City
    5. Using the drop-down menu, select the State or Province.
    6. Postal Code
  6. Click Add Customer

Modified on: Thu, 15 Nov, 2018 at 9:25 AM