Create a customer

You can create a customer in the LotusPay dashboard. After creating the customer, you can then create a source (mandate request) for that customer.

If you want to manually enter a customer's contact details, you can do so in the dashboard.

This feature is limited to Pro Plan merchants that have access to physical mandate variant.

Note: Creating a source from the Sources page automatically creates a customer and a bank account, so you need not directly create a customer. Directly creating a customer is relevant if you want to use LotusPay to manage your customers' contact details.

1. Select Customers from your dashboard menu.

2. Click the Create customer button.

3. Enter the required details.

4. Click Create to save the customer.

You can then proceed to create a source for this customer.