Block Customer Creation - Payment Portal

A setting that prevents the creation of new customers via the Payment Portal. This prevents customers from creating their own customer record when following a payment portal link. This still allows customers who are already registered with a customer reference or external ID to make payments.

How it works:

• New Setting: Found in the configure payments in the settings menu.

• When enabled:

  • Payment Portal will only process payments against existing customers (identified by External ID, Customer Reference Number, or BPAY Number).

  • No new customer records will be created.

  • If someone attempts a payment that would require creating a new customer, they will see:

    “Sorry, this merchant is unable to take payments in this way. Please contact the merchant.”

• When disabled: A new customers can enter their details and be created as required.

• Customer updates still allowed: Existing customers without required details (e.g., email/mobile) will be prompted to update them before proceeding.

• Xero integration unaffected: Payments and links for Xero customers continue to work.

To change this setting navigate to:

Settings ->  Configure Payments -> Customer Settings -> Block customer creation