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How to Create a New Customer Record in Bizpayo
How to Create a New Customer Record in Bizpayo

If you need to add a single customer record, you can follow the steps here

Paul @BizPayO avatar
Written by Paul @BizPayO
Updated over a week ago

1 Login to your BizPayO account (https://portal.bizpayo.com)

2 Click "Customers"

3 Click "New Customer"

4 Enter your customer's details

5 Click "Save Record"

6 You will get a confirmation message that the record has been added.


Add a Payment Method to a client's record

1 Search for the client record and click the Action (magnifying glass) button on the right side

2 Click Add New Payment method

3 Select the type of payment method (Card, ECheck)

4 Fill out the details and click Add New Payment Method

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