{"id":135,"date":"2019-07-29T14:26:42","date_gmt":"2019-07-29T14:26:42","guid":{"rendered":"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/how-do-i-add-a-customer-for-recurring-billing\/"},"modified":"2024-08-01T17:39:13","modified_gmt":"2024-08-01T17:39:13","slug":"how-do-i-add-a-customer-for-recurring-billing","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-add-a-customer-for-recurring-billing\/","title":{"rendered":"How do I add a customer for recurring billing?"},"content":{"rendered":"\n<p>Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract.<\/p>\n\n\n\n<div class=\"notice notice-danger\"><strong>Important:<\/strong> You must enter either a first name and a last name, or a company name when you add a new customer for recurring billing.<\/div>\n\n\n\n<p>To add a customer for recurring billing:<\/p>\n\n\n\n<p><strong>Option 1<\/strong>. Complete the steps in the following video:<\/p>\n\n\n\n<div style=\"text-align: center\">\n<p><\/p><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-content\/uploads\/sites\/4\/2019\/07\/How-do-I-add-a-customer-for-recurring-billing.mp4\"><\/video><\/figure>\n\n\n\n<p><strong>Option 2<\/strong>. Complete the following steps:<\/p>\n\n\n\n<ol>\n<li>On the toolbar, click <strong>Recurring Billing<\/strong>.<\/li>\n\n\n\n<li>On the side menu, click <strong>Add New Customer<\/strong>.<\/li>\n\n\n\n<li>Type the Customer Information:\n<ul>\n<li><strong>Customer ID<\/strong>. You can assign a Customer ID that includes numbers and letters.<\/li>\n\n\n\n<li><strong>Company<\/strong><\/li>\n\n\n\n<li><strong>First Name<\/strong><\/li>\n\n\n\n<li><strong>Last Name<\/strong><\/li>\n\n\n\n<li><strong>Title<\/strong><\/li>\n\n\n\n<li><strong>Department<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Type the Contact Information:\n<ul>\n<li><strong>Email Address<\/strong><\/li>\n\n\n\n<li><strong>Daytime Phone<\/strong><\/li>\n\n\n\n<li><strong>Evening Phone<\/strong><\/li>\n\n\n\n<li><strong>Mobile Phone<\/strong><\/li>\n\n\n\n<li><strong>Fax Phone<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Enter the Billing Address:\n<ul>\n<li><strong>Address Line 1<\/strong><\/li>\n\n\n\n<li><strong>Address Line 2<\/strong><\/li>\n\n\n\n<li><strong>Address Line 3<\/strong><\/li>\n\n\n\n<li><strong>City<\/strong><\/li>\n\n\n\n<li>Using the drop-down menu, select the <strong>State or Province<\/strong>.<\/li>\n\n\n\n<li><strong>Postal Code<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Add Customer<\/strong>.<\/li>\n<\/ol>\n\n\n\n<div class=\"notice notice-success\"><strong>Next steps:&nbsp;<\/strong><a href=\"how-do-i-add-a-payment-card-to-a-customers-profile\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I add a payment card to a customer&#8217;s profile?<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n <div style=\"margin-bottom:20px;\" class=\"page-blu\"><a class=\"moretag\" href=\"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-add-a-customer-for-recurring-billing\/\">Read More <\/a><\/div>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[224,27,45],"tags":[347,348,31,93,346,349],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/135"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/comments?post=135"}],"version-history":[{"count":2,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/135\/revisions"}],"predecessor-version":[{"id":2661,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/135\/revisions\/2661"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/media?parent=135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/categories?post=135"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/tags?post=135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}