Create Customer Identifiers (CIs)

1. Log in to the

   Dashboard

   .

2. Navigate to Smart Collect in the left menu → click + Create Customer Identifier.

   

3. Select the type of receiver in Methods to accept payments in this customer identifier. Bank Transfer (NEFT, RTGS, IMPS) is selected by default.

4. Select Customer from the drop-down list. You can also create a new customer instantly. This is an optional step.

   Select the Add Billing Address check box if necessary.

   Watch Out!

   You cannot modify customers for Customer Identifiers after you create and save them. Ensure you tag the Customers to Customer Identifiers when you create them.

   Configure Advance Options

   The following advance options are available when you click View Advance Options:

   • Configure Third Party Validation. Authorise bank accounts using IFSC and Account Number.
   • Add an Customer Identifier Description for your internal reference.
   • Add a closure date for the Customer Identifier.

     • Clear the Disable Auto Close option to close the Customer Identifier on a certain future date.

     • Select Disable Auto Close option and choose the date and time when the Identifier must automatically close.

       Ensure that the time specified is at least 15 minutes after the creation time.

       
   • Click Add Internal Note to enter any notes for internal reference.

5. Click Create Customer Identifier.

This successfully creates a Customer Identifier. Click Copy Customer Identifier Details and share it with your merchants/customers.