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:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

Step 1. On the toolbar, click Recurring Billing.

Step 2. On the side menu, click Add New Customer.

Step 3. Type the Customer Information:

a. Customer ID. You can assign a Customer ID that includes numbers and letters.

b. Company

c. First Name

d. Last Name

e. Title

f. Department

Step 4. Type the Contact Information:

a. Email Address

b. Daytime Phone

c. Evening Phone

d. Mobile Phone

e. Fax Phone

Step 5. Enter the Billing Address:

a. Address Line 1

b. Address Line 2

c. Address Line 3

d. City

e. Using the drop-down menu, select the State or Province.

f. Postal Code

Step 6. Click Add Customer.

Next steps: How do I add a payment card to a customer’s profile?

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