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:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

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

Tags: recurring billing, regular payment, add customer, contract, subscription, payments portal