Create a Customer

Customers are important to the payment process, as their participation in the Payment Commit stage finalises a transaction. Therefore, you can add Customers to the system to monitor and manage all associated operations.

Create a Customer via Dashboard

1. Navigate to Transactions and click Create New request.

2. Select either the Test or Live Request type, depending on which environment you are using to initiate the payment.

3. Choose the specific Checkout for the Payment Request. If no custom Checkout has been configured, the system applies the Default Checkout automatically.

4. Locate the Customer info block by scrolling down and clicking Create from fields.

5. You may manually enter a Reference ID for the Customer. If left blank, the system generates a unique ID automatically.

6. Complete the setup by providing the necessary information in the Customer, Billing, and Shipping details sections.

7. To understand the specific function and requirements of each field, review the detailed breakdown in the tables below:

Customer details

Field	Date type	Minimum and maximum length	Example
Date of birth	String	-	1991-08-24
Email	String	Minimum: - Maximum: 255	[phone]
Home phone	String	Minimum: - Maximum: 255	[phone]
Work phone	String	Minimum: 10 Maximum: 15	[phone]
Mobile phone	String	Minimum: 10 Maximum: 15	[phone]
First name	String	Minimum: - Maximum: 255	John
Last name	String	Minimum: - Maximum: 255	Doe
City	String	Minimum: - Maximum: 255	Lviv
Country	String	Minimum: - Maximum: 255	Ukraine
Address line 1	String	Minimum: - Maximum: 255	Stepan Bandera St., bld. 50, appt. 9
Address line 2	String	Minimum: - Maximum: 255	Stepan Bandera St., bld. 50, appt. 9
Address line 3	String	Minimum: - Maximum: 255	Stepan Bandera St., bld. 50, appt. 9
Postal code	String	Minimum: - Maximum: 255	79013
State	String	Minimum: - Maximum: 255	Ukraine

Billing details

Shipping details

1. Once you have entered all the required information, click Create Payment.

2. 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 also offer the option to create a Customer using our API. For this method, we recommend consulting our API documentation, specifically the Create Payment Request section.

It provides a comprehensive breakdown of the Customer data array, including all input parameters and their functional requirements.