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Adding a New Customer

Updated over a week ago

Overview

This article explains how to add a new customer to your Ruul account. Once added, customers can be selected for future payment requests, saving time and ensuring consistent information.

Entry Points

  • From the Customers tab in the left navigation bar

  • Or directly while creating a New Payment Request

1. Open the Customers page

  • Go to Customers from the sidebar.

  • If this is your first customer, you’ll see the “Add your first customers and send your custom transaction” screen.

  • Click + New Customer.

2. Enter the customer’s email

  • A drawer will appear on the right side.

  • Type the customer’s email address and click Continue.

  • The email field becomes locked and cannot be edited afterward.

3. Fill in and confirm customer details

  • Provide the customer’s first name and last name.

  • Select the country where the customer’s company is registered.

  • Depending on the country, additional input fields may appear.

  • Enter the customer’s company name.

  • Choose the preferred language (English or Turkish).

  • Review the info box: “Your customer will be asked to complete missing company information before making the payment. They will be verified soon afterwards.”

  • (Optional) Tick the checkbox to send a notification email to the customer.

  • Click Add Customer to save.

About Tax Numbers
Entering your customer’s tax number and completing optional fields will speed up the verification process.
The name of this identifier varies by country:

  • 🇺🇸 EIN — USA

  • 🇨🇦 Business Number (BN) — Canada

  • 🇪🇺 VAT ID — European Union (or Trade Registration Number if not in VIES)

  • 🇺🇦 USREOU Code — Ukraine

  • 🇰🇷 BRN — South Korea

  • 🇮🇳 GST Number — India

5. View your customer

  • The customer will now appear in your Customers list.

  • Use the More (…) icon to create a New Transaction (with auto-filled customer details) or to open Customer Details.

Notes & Best Practices

  • Customers only need to be added once and can be reused across multiple payment requests.

  • Customers may be required to provide company details before they can pay.

  • Adding a customer from within a payment request follows the same steps.

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