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


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Select the Customers tab.

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This screen displays all your customers. You can cycle through pages by selecting the arrows at the bottom.
 
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When you select Add Customer, you will see a pop-up that enables you to add a new customer.

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To display a particular customer's information, click the Information icon on the far right.

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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.
 
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