Here's an interactive tutorial
21 STEPS
1. Welcome to this article, "Creating Customers and Wallets."
2. Start by opening the Gateway menu.
3. Click Customers.
4. Click Add Customer.
5. Start by completing the Customer Details section.
6. Then complete the Contact Information section.
7. Then fill out the Address Information.
8. For merchants that utilize API functionality, you can enter the Customer API ID under Advanced Settings.
9. Click Save to continue.
10. To the left you will now find a Wallet section where you can securely save payment methods for this customer.
11. Click Add Wallet.
12. Complete the Add Wallet form.
13. Start by selecting the Type of payment method.
For this example, we will create a Credit Card.
14. Enter a wallet Title.
15. Enter a Card Holder Name.
16. Enter the Card Number.
17. Enter the expiration date in MM/YY format.
18. It is strongly recommended to add the Billing Information for the new Wallet. If your business has Account Verification enabled (AVS) the address information is required.
19. Use the Advanced Settings to run an AVS check on the card or create a Wallet API ID.
20. Click Save Wallet.
That's it. You're done!