Create Customer account without using a credit card

[boehboe d boehboe]

Can a customer create an account without a credit card?
Can a customer create an account without using a payment method?

 

[ArshilAhmad]

Hi @boehboe d boehboe,

Could you please elaborate a bit more on the account you are referring to?

 

[boehboe d boehboe]

For example, can we create a sign in link just for a customer to make an account but not pay anything..?
How can we create a customer without using a payment method, so we can apply credits to a customer and not use their money.
This is for customers who pay us by other means and we simply add their credits to their account.

 

[ArshilAhmad]

Thank you for the confirmation. It seems you want to create a customer in PSB without them going through the checkout page. In this case, you can create a workflow that triggers upon the submission of user information (such as through a form) and use the 'PSB: Create Customer' action step to add those customers to your PSB account.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
Pabbly.com
Rate your support

 

[boehboe d boehboe]

is this only for ONE plan and not to affect all my plans?
also, I do not use forms