Navigate to the Create New Customer page by clicking on the Add New Customer icon.
This page is where all the necessary details for the customer and also the account details (CC/ACH) which will be used for transactions, is entered and stored.
The Customer ID can be generated in two ways:
AUTO GENERATED: When auto generate is enabled, the customer ID will be autogenerated when save customer is clicked.
USER GENERATED: When auto generate is unenabled, the customer ID must be manually entered before clicking the save option.