How to add a new customer on the Payment Links Portal



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Note: this article is only relevant to merchants who have access to the Payment Links portal.

If you have been using the Merchant & Partner Portal to manage payment links and settings, check out the section here. To request access to the Merchant & Partner Portal, submit a request here.

 

Step_1.png
Select the Customers tab to see the screen below:
 
PBL-Customer-Dashboard_small.png
 
Step_2.png
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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