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Create Customer Accounts - Basic Steps

This task topic explains how to create a customer account by entering basic information, payment methods, and optional additional fields.

  1. Enter the Basic Information and Contacts. Each account must have at least one contact before it can be saved. You can add a maximum of 2000 contacts to an account.
  2. Enter the Payment Method. You can add a maximum of 100 payment methods to an account.
  3. Enter the Billing and Payment Info.
  4. Optional: Complete the Additional Fields configuration with additional account information.