There may be instances where you will need to add a customer to Recharge manually. This may occur if a customer has gone through the wrong checkout or if you would like to set up a subscription on behalf of the customer.
- Recharge Checkout on Shopify
- Recharge Checkout on BigCommerce
Before you start
This article applies to merchants using the Recharge Checkout on Shopify or BigCommerce. Merchants on the Shopify Checkout Integration can add new customers through Shopify but will not be able to manually assign subscriptions to new customers. All new subscriptions must go through your store checkout.
Step 1 - Go to your customer tab
In the Recharge Dashboard, go to the Customers tab and click Add customer in the upper right corner.
Step 2 - Enter customer details
On the following page, enter the customer's details such as first name, last name, e-mail, and shipping information.
If your customer already exists within your payment processor account, you can enter in their existing customer token. If your customer has yet to place an order, you can leave this field blank.
Once all the customer information is entered, click Save.
Note: If you plan on adding a subscription to your customer, you will need to add a credit card to their profile before you can add the product.
Step 3 - Add product
Now that the customer entry is created, click Subscriptions on the left-side panel.
Click on Add Product to add products to the customer's subscription.
After selecting the product, you will want to be sure to set the next charge date. If the charge should process today, you will want to enter today's date. For more detail on this process you can take a look at our, Manually process a recurring order immediately guide.
Click Add Product when you are finished.
Share customer portal link
If the customer was not in Stripe, then send the Customer Portal link to the customer and request they update their credit card in Billing Information section. This step is not necessary if you entered their payment token as their billing information will have already been transferred.
The customer portal link can be located by hovering over the link icon in the customer account.
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