How to Create Customer Accounts
This article explains how to create a customer account by entering basic information, payment methods, and optional additional fields.
The process of creating a new customer account involves a few easy steps:
- 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.
- Enter the Payment Method. You can add a maximum of 100 payment methods to an account.
- Enter the Billing and Payment Info.
- Optional: Complete the Additional Fields configuration with additional account information.