Add a customer during Prebuilt Checkout

You can create and add a new customer or choose to add an existing customer to the Create Prebuilt Checkout links page. By doing this, you avoid opening the Customers page in a new tab to select and add a customer to the page.

If you have an Administrator role, you can create and add a new customer or choose from an existing customer without leaving the Create Prebuilt Checkout links page. If you have a Customer Service role, you can add an existing customer without having to leave the Create Prebuilt Checkout links page

Create and add a new customer to the Create Prebuilt Checkout links page

To create and add a new customer to the Create Prebuilt Checkout links page, do the following:

1. In the Optional information section of the Create Prebuilt Checkout links page, click Add Customer to display the Add customers modal.

   
2. Select Create new customer to expand the Add customers modal.

   
3. Add the Customer ID and customer Email address.

4. Click Continue to add the customer to the Customer subsection of the Optional information section of the Create Prebuilt Checkout links page.

   
5. Select the type of customer you are adding. Choose either Individual or a Business.

   

   Note: When creating a new customer, you must select either Individual or Business as a customer Type, or you will not be able to proceed with the checkout and generate links.

Add a current customer to the Create Prebuilt Checkout links page

To add an existing customer to the Create Prebuilt Checkout links page, do the following:

1. In the Optional information section of the Create Prebuilt Checkout links page, click Add Customer to display the Add customers modal.

   
2. Select Choose from current customers to expand the Add customers modal.

   
3. Enter the Customer ID or customer Email address to search for a current customer.

4. Press Enter.

5. Select the customer you want to add from your search results.

6. Click Continue to add the selected customer to the Customer subsection of the Optional information section.

   

Change the customer on the Create Prebuilt Checkout links page

To change the customer that has already been added to the Create Prebuilt Checkout links page, do the following:

1. After you added a customer to the Create Prebuilt Checkout links page, click Change customer in the Customer subsection of the Optional information section to redisplay the Add customers modal. Create and add a new customer or select a current customer.