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.

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.