How to create a customer
There are three ways to add a customer to Kwik Payments:
1. Creating a Customer Manually
You can manually create a customer record without linking any mandate or payment.
Steps:
Navigate to the Customers section.
Click on Create at the top-right corner.
Complete the individual's personal or company details.
Customer field explanations
Customer reference: A unique reference number for your internal tracking of the customer. This helps identify the customer in reports and searches.
Name & Surname/ Company name: Required when adding an individual. To create a company customer, click “or click here to use a company name.”
If the customer will be signed up for Recurring Mandates (RM) or DebiCheck, the ID number and contact number are also mandatory. You can create a customer without these fields, but they will be required later when selecting the payment method.
Company accounts cannot process DebiCheck payments. This payment method is only available for individual customers.
Using this method only creates the customer’s personal details. Bank details, mandates, and payments must be added separately to create a collection.
Click here to learn how to add bank details to a customer record.
2. Creating a Customer via Payments
When you create a payment (one-time or recurring), the system will automatically create a customer record, bank details, mandate, and payment.
Steps:
Navigate to the Payments section.
Click Create.
Complete all three tabs:
Customer: Enter personal or company details.
Bank Details: Add the customer’s bank account information.
Mandate & Payment Details: Specify the payment type, amount, and frequency.
Transactions are automatically generated on the specified process day of the mandate and payment.
Click here to learn more about how to create a payment.
3. Creating a Customer via a Shared Page
You can also allow customers to complete a mandate page themselves. This will automatically create their customer record, bank details, mandate, and payment.
Benefits:
This method allows you to create an empty mandate page that can be shared with multiple customers. Each customer can then sign up themselves, requiring minimal effort from you. Only the empty page (mandate) needs to be created in advance.
Click here to learn more about pages.
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