Add new customer

Select the Customers tab from the top navigation bar and then select Add at the top of the page.

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In the Add Customer page, fill in the details. Fields marked with an asterisk (*) are mandatory.
Enter the customer's personal details.

First Name: Enter the customer's given name.
Last Name: Enter the customer's surname or family name.
Email: Enter a valid email address, which should consist of the symbol "@" and a dot. E.g. Name@email.com
IMPORTANT: You need to enter a valid email address because this is how Ezypay will communicate with your customer.
Confirm Email: Re-enter the email address. This is a verification step to ensure that you entered the email address correctly. Therefore, we strongly suggest that you type the email address again instead of copy and paste.
Address: Enter the customer's postal address.

Required fields based on country

Country	Address Line 1	Postcode	Other mandatory fields
Australia	Required	Required. Enter a valid 4-digit postal code.	Select Choose Suburb & State to populate the correct Suburb and State information.
New Zealand	Required	Optional	-
Singapore	Required	Required. Enter a valid 6-digit postal code.	-
Hong Kong	Required	-	-
Malaysia	Required	Required. Enter a valid 5-digit postal code.	Enter the City and select the State.

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Select a payment plan or complete the customer's direct debit instruction.
Note: Level 1 user must select a payment plan as access is not granted to customised the debit instruction.
When you choose a Payment Plan, the rest of the direct debit instruction will auto-populate. Check the details carefully before proceeding to the next step. For instructions on how to add a payment plan, see topic: Create payment plan.
If none of the payment plans fit your customer's needs, then select No Payment Plan and fill in the direct debit details.

Instruction: Select the direct debit instruction. The subsequent required fields will depend on the selection made.
- Recurring: This means that the customer will be debited at the same amount for every debit according to the specified frequency. This is the default option.
- Required fields for this option
  - Amount: Enter the regular payment amount for the customer's debits.
  - Frequency: Enter the frequency of the debits. E.g. Every 2 Weeks or Every 1 Month. The default value is 'Every 1 Week'. (Note: Select the second field to reveal the dropdown options.)
  - Start: Select the first debit date. (Note: Select the field to reveal the date picker.)
  - End: Select how the direct debit will end.
    Ongoing and will not end automatically: This means the debits will run continuously and not stopped until you perform the action to end billing.
    After <a specified date>: Select the end date. This means debits will be taken until the final debit date is reached.
    Note: To ensure all required debits are taken, you should check that the frequency and final debit date match up. E.g. If the selected frequency is 'Every 2 weeks' and you wish to specify a final debit date, then check that the final debit ends on the right week.
    When <total payment amount> has been collected: Enter the total payment amount ($). This means debits will be taken until the specified amount has been collected.
    Note: If applicable, the final debit amount will be automatically adjusted to ensure only the right amount is taken. In other words, you don't have to purposefully make the recurring amount fits equally into the total amount to be collected. E.g. You wish to collect $100 Every 1 Month until $1050 has been collected. The final debit amount to be collected will only be $50.
    After <number of debits> are collected: Enter the required number. By specifying an exact number of debits to be collected, the system will automatically calculate an end date for the debits when the customer is created.
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- Recurring with a different first amount: This means that the customer will be debited at a regular rate but the first debit can be of a different date and amount. Select this option if you wish to retain a consistent debit amount and frequency for your customer, but need to collect the first debit immediately and/or collect a different amount, e.g. deposit payment, pro-rated first payment or joining fee.
- Required fields for this option
  - First Debit Amount: Enter the payment amount that is only applicable for the first debit. E.g. for collecting a deposit payment, pro-rated first payment or joining fee.
  - First Debit Date: Select the first debit date. This date can be different from the recurring date. (Note: Select the field to reveal the date picker.)
  - Recurring Debit Amount: Enter the regular payment amount for the customer's debits. This amount is applicable from the second debit onwards.
  - Recurring Debit Frequency: Enter the frequency of the debits. E.g. Every 2 Weeks or Every 1 Month. The default value is 'Every 1 Week'. (Note: Select the second field to reveal the dropdown options.)
  - Recurring Debit Start Date: Select the date for the first recurring debit date, i.e. the second debit date. (Note: Select the field to reveal the date picker.)
  - Recurring Debit End: Select how the direct debit will end.
    Ongoing and will not end automatically: This means the debits will run continuously and not stopped until you perform the action to end billing.
    After <a specified date>: Select the end date. This means debits will be taken until the final debit date is reached.
    Note: To ensure all required debits are taken, you should check that the frequency and final debit date match up. E.g. If the selected frequency is 'Every 2 weeks' and you wish to specify a final debit date, then check that the final debit ends on the right week.
    When <total payment amount> is collected: Enter the total payment amount ($). This means debits will be taken until the specified amount has been collected.
    Note: If applicable, the final debit amount will be automatically adjusted to ensure only the right amount is taken. In other words, you don't have to purposefully make the recurring amount fits equally into the total amount to be collected. E.g. You wish to collect $100 Every 1 Month until $1050 has been collected. The final debit amount to be collected will only be $50.
    After <number of debits> are collected: Enter the required number. By specifying an exact number of debits to be collected, the system will automatically calculate an end date for the debits when the customer is created.
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- Once-off: This means that the customer will only have one debit.
- Required fields for this option
  - Amount: Enter the payment amount for the customer's debit.
  - Date: Select the debit date. (Note: Select the field to reveal the date picker.)

Complete the customer's payment details.
Note: The available payment methods depends on your business configuration settings.

Select the Payment Method for the direct debits. The subsequent required fields will depend on the selection made.
- Bank Account
- Currently payment by direct debiting the customer's bank account is not available yet for Asia.
- Australia
  - BSB No.: Enter the 6-digit BSB No.The Bank/State/Branch number that indicates a customer’s bank information. Applicable for Australia only. associated with the customer's bank. E.g. 012-012
    What does the error message 'BSB is not valid' mean?
  - The Bank Name and Branch's Suburb will auto-populate after you have entered the correct BSB No.
  - Account Holder's Name: Enter the name of the bank account owner.
    Note: This is the name of the person who holds this bank account, which may differ from the customer's name. Do not enter the type of account, e.g. savings account.
  - Account No.: Enter the bank account number.
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- New Zealand
  - Bank No.: Enter the 2-digit number associated with the customer's bank. E.g. 02
  - Branch No.: Enter the 4-digit number associated with the bank's branch. E.g. 1225
  - Account No.: Enter the bank account number.
  - Suffix No.: Enter the 2 or 3-digit number that indicates the type of account. E.g. 30 for savings account.
  - The Bank Name and Branch's Suburb will auto-populate after you have entered the correct bank and branch numbers.
  - Account Holder's Name: Enter the name of the bank account owner.
    Note: This is the name of the person who holds this bank account, which may differ from the customer's name.
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- Credit Card
- Required fields for this option
  - Card Type: Select the type of debit or credit card. The card type available for selection depends on your business configuration.
  - Card No.: Enter the card number.
  - Card Expiry Date: Select the card's expiry month and year from the dropdown options.
  - Cardholder's Name: Enter the name of the card owner.
  - For Singapore only: If your customer is using a Visa or MasterCard Debit Card, please ask them to contact their bank's Card Services (phone number at the back of the card) to increase their 'card-not-present' limit to SGD500 which would enable Ezypay to debit from their account.
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Complete the terms and conditions.

If you have completed all the required fields, the orange Confirm button will be activated.

Select Confirm to submit details of the new customer.
If the Confirm button remains greyed out, check that you have entered all the required details correctly.

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A confirmation message appears at the top of the Customers' page.

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Your customer will receive an email from Ezypay detailing the payment instructions.