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Create a Customer for payment

Customers are substantial figures in the payment process as they participate in the Payment Commit stage and finalise the transaction. Thus, you can add your Customers to our system and easily track all the related operations.

Create a Customer via Dashboard

  1. Go to Transactions and click Create Payment.
  2. Choose the Test or Live Request type depending on the environment you use to initiate a payment.
  3. Choose a Merchant account you want to use when creating a Payment Request.
  4. Choose the Checkout that you want to use in a Payment Request. If you have not created a Checkout yet, the system automatically adds a Default Checkout to your request.
  5. Then, the system enables you to open the Customer info block. Scroll to Customer and click Create from fields.
  6. You can manually enter the Reference ID for your Customer. If you do not consider adding a unique ID, the system should fill this field automatically.
  7. After that, fill in the following info sections: Customer, Billing, and Shipping details.
  1. After adding all the necessary data, click Create Payment. The Customer should be created automatically and added to the Customers grid in the related tab. To learn more, go to the Manage Customer profile guide.

To analyse each field and its functional prerequisites in detail, look at the tables below:

Customer details

Field Data type Minimum and maximum length Example
Date of birth String - 2020-02-02
Email String Minimum: -
Maximum: 255		 [email protected]
Phone String Minimum: 10
Maximum: 15		 +38066896632
Home phone String Minimum: 10
Maximum: 15		 +38066896632
Work phone String Minimum: 10
Maximum: 15		 +38066896632
Mobile phone String Minimum: 10
Maximum: 15		 +38066896632
First name String Minimum: -
Maximum: 255		 John
Last name String Minimum: -
Maximum: 255		 Wick
City String Minimum: -
Maximum: 255		 Dnipro
Country String Minimum: -
Maximum: 255		 Ukraine
Address line 1 String Minimum: -
Maximum: 255		 Shpitalna Vul., bld. 30, appt. 7
Address line 2 String Minimum: -
Maximum: 255		 Shpitalna Vul., bld. 30, appt. 7
Address line 3 String Minimum: -
Maximum: 255		 Shpitalna Vul., bld. 30, appt. 7
Postal code String Minimum: -
Maximum: 20		 79007
State String Minimum: -
Maximum: 255		 Ukraine

Billing details

Field Data type Maximum length Example
City String Maximum: 255 Dnipro
Country String Maximum: 255 Ukraine
Address line 1 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Address line 2 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Address line 3 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Postal code String Maximum: 20 79007
State String Maximum: 255 Ukraine

Shipping details

Field Data type Maximum length Example
City String Maximum: 255 Dnipro
Country String Maximum: 255 Ukraine
Address line 1 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Address line 2 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Address line 3 String Maximum: 255 Shpitalna Vul., bld. 30, appt. 7
Postal code String Maximum: 20 79007
State String Maximum: 255 Ukraine
  1. Additionally, you can add the metadata regarding a particular Customer.
  • To add Metadata, enter the Key and the Value in the corresponding fields.
  • To add another Key and Value, click Add a new key.

Create a Customer via API

We provide you with another option to create a Customer within our system. It presupposes creating a Customer via API. Thus, we advise you to navigate to the API documentation and analyse the Create Payment Request. It includes the Customer data array and the functional preconditions required for the specific input parameters. All those parameters are singled out, structuralised and described in detail.

Updated 5 days ago