Manually adding a customer to Recharge

Ideally, all customers would be processed through the checkout, however, customers can be manually added to Recharge if necessary. This may occur after a wrong checkout or if you would like to set up a subscription on behalf of the customer. This guide provides the steps to manually add a customer to Recharge for stores on the Recharge Checkout.

Before you start

• Manually adding customers is only available on the Shopify Checkout Integration  if your store has frictionless payment methods enabled. If frictionless is not enabled, the option to add a customer isn't available in the merchant portal.
• Manually added customers do not need to complete a Shopify checkout. Once the customer record exists in Recharge, you can add a payment method through frictionless payment method updates and the subscription will process as normal. Frictionless requires Shopify Payments as your primary payment processor in Shopify.
• During migrations, you can add customers to Recharge if they already have a payment method on file with Shopify. See Migrating to Recharge for more information.
• Refer to Managing your customers for more information on managing customers in the merchant portal.

Create a new customer

Select Customers in your merchant portal and click Customers. Select Add Customer to create a new customer. 

On the following page, enter the customer's details such as first name, last name, email address, and shipping information. If your customer already exists within your payment processor account, you can enter their existing customer token. If your customer has yet to place an order, leave this field blank.

Once all the customer information is entered, click Save.

Add a subscription product manually

You can add a subscription product to the customer's account once they exist in Recharge. 

1. Click Customers and select Customers in the Recharge merchant portal. 
2. Locate the customer from the Customer list. 
3. Click Add Product to add products to the customer's subscription.
4. Set the next charge date. If the charge should process today, enter today's date. Refer to Manually process a recurring order immediately for more information.
5. Click Add Product. 

Share the customer portal magic link

If the customer does not already exist in your payment processor account, send the customer the portal magic link and ask them to update their credit card in the Payment Method section. This step is not necessary if you entered their payment token as their billing information will have already been transferred.

Find the customer portal magic link by selecting Customer portal links, then selecting the specific page you'd like to send the customer to.