Adding A New Customer
Related Pages: Adding A New Customer | Invoice Module | Invoice Module Pricing | Invoice Delivery & Communication
Table of Contents
2 Types of Customers
Mcardit gives you the option of adding two types of customers:
1) Consumers (B2C)
2) Businesses (B2B)
2 Ways To Add A New Customer
Mcardit offers 2 ways to add a new customer:
1) Via Woocommerce
2) Manually From Within Merchant Dashboard
Add Customer Via Woocommerce
New customers are automatically added to the Customer / Payee module of your Mcardit dashboard via the Woocommerce checkout process.
Adding A Consumer (B2C) Via Wooocommerce
New consumers are added to the Customer / Payee module of your Mcardit dashboard via the Mcardit Woocommerce plugin connected checkout process.
Adding A Business Customer (B2B) Via Wooocommerce
New business customers are added to the Customer / Payee module of your Mcardit dashboard via the Mcardit Woocommerce plugin connected checkout process.
Add Customer Manually
New customers can be manually added via the Customer / Payee module inside your Mcardit dashboard.
Manually Adding A Business Customer (B2B)
Click the blue ADD CUSTOMER / PAYEE button located in the upper right section of the Customers & Payees module.
Doing so will open a ADD CUSTOMER / PAYEE information screen. Enter a company contact First and Last Name , Company Name and Email. Then click CONTINUE,
Manually Adding A Consumer Customer (B2C)
Click the blue ADD CUSTOMER / PAYEE button located in the upper right section of the Customers & Payees module.
Doing so will open a ADD CUSTOMER / PAYEE information screen. Enter the customer’s First and Last Name and Email. Then click CONTINUE,
After Adding A Customer
After adding a customer / payee you’ll see one of three (3) screens:
1. Add Customer Contact Information Screen
If you see this screen it tells you this customer does not exist in the Mcardit database and allows you, as the originating merchant, to add this customer’s contact information.
Business Contact Information (B2B)
Enter the information you have, the customer will correct it, if necessary, as part of the customer verification process. Once the customer is verified, merchants can view their customer’s contact information, but can no longer edit it. Once verified, only the customer can edit their contact info.
Consumer Contact Information (B2C)
Enter the information you have, the customer will correct it, if necessary, as part of the customer verification process. Once the customer is verified, merchants can view their customer’s contact information, but can no longer edit it. Once verified, only the customer can edit their contact info.
2. Pending Verification Screen
If you see this screen, it tells you this customer already exists in the Mcardit database, but has not yet been verified.
Invoicing Note: You don’t need the customer’s contact information to be able to generate an invoice. Though you can generate an invoice, the customer’s contact information won’t be visible to you until the customer: 1) authorizes the release of their contact info to you or 2) pays your invoice, at which point their contact info is automatically released.
Pending Verification Customer Contact Info Screen
This screen shows your view of a customer whose verification is pending.
3. Verified Customer Screen
If you see this screen, it tells you this customer already exists in the Mcardit database and has been verified. You can request the release of the customer’s contact information by clicking the REQUEST RELEASE TO YOU button (but this is not necessary to be able to invoice them).
Invoicing Note: You don’t need the customer’s contact information to be able to generate an invoice. Though you can generate an invoice, the customer’s contact information won’t be visible to you until the customer: 1) authorizes the release of their contact info to you or 2) pays your invoice, at which point their contact info is automatically released.
Verified Customer Contact Info Authorization Release Process
Once you click the REQUEST RELEASE TO YOU button, Mcardit sends an email on your behalf to your customer with a link to AUTHORIZE RELEASE or decline the release. The email identifies you, as well as the reason for requesting the release. This release authorization is required for all merchants the customer does business with inside the Mcardit ecosystem. It ensures your customer recognizes you. Combined with verifying them, this establishes a dual verification dependency that helps mitigate fraud, reduce refunds and prevent disputes.
Verified Customer Contact Info Screen Prior To Authorized Release
This screen shows your view of a verified customer who has not yet authorized the release of their contact info to you or has not yet made payment. Once they do, you’ll have visibility to it automatically.
Verified Customer Contact Info Screen After Authorized Release
This screen shows your view of a verified customer who has either: 1) authorized the release of their contact info to you or 2) has made a payment to you.
