Add a Customer

Purpose

Create a customer record with accurate contact, billing, shipping, and payment information.

Before you begin

• Search first to avoid creating a duplicate.
• Use approved demo data or the customer’s authorized information.
• Have the customer’s billing and contact details ready.

Procedure

1. Open Customers and select Add customer.
2. Enter the customer’s name, email, phone number, and any required contact fields.
3. Add a billing address and shipping address when required.
4. Add a payment method only when authorized and needed for future billing.
5. Review the complete record, then select Create customer.

Confirm the result

Search for the customer and verify the profile, addresses, payment method status, and custom fields.

Troubleshooting

Resolve required-field validation, duplicate warnings, invalid phone/address values, or payment-method tokenization errors before retrying.