How to add a new customer on the Payment Links Portal



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Step_1.png
Select the Customers tab to see the screen below:

PBL-Customer-Dashboard_small.png

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This screen displays all your customers. You can cycle through pages by selecting the arrows at the bottom. To display a particular customer's information, click the Information icon on the far right.

PBL-Customer-Information_small.png

Clicking the Information icon will display the customer's payment requests, transactions and saved cards. You can also request a payment from this customer on this page.


Step_3.png

When you select Add Customer, you will see a pop-up that enables you to add a new customer.

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