# Creating a new customer from a transaction

## How to create a new customer from a transaction

* Step 1 -> [Login](https://accounts.jupiterhq.com/payments/login)
* Step 2 -> From the left hand menu, navigate to "Transactions".
* Step 3 -> By default the most recent transactions will be listed. You can also search by Date, Card Number, and Name.

{% hint style="info" %}
See  "[Transaction Search](/transactions/locating-a-previous-transaction.md)" for more information on searching for a transaction.
{% endhint %}

* Step 4 -> Once you've located the transaction, navigate to the right hand side and select the customer icon.

<figure><img src="/files/OtlfvSyIT1e1uL4Uz3Ng" alt=""><figcaption></figcaption></figure>

* Step 5 -> On the "Profile" Tab, complete the required and optional fields as needed.
* Step 6 -> The credit card from this transaction was automatically saved and selected as the Default card.
* Step 7 -> On the "Credit Cards" tab you can also add additional cards or edit/delete existing cards.
* Step 8 -> When all desired information is complete select "Save" at the bottom of the "Profile" tab.

{% hint style="info" %}
You can also create a new Customer without an existing transaction in the "Customer" section. See "[Create a New Customer](/customers/create-a-new-customer.md)" for more information.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.jupico.com/customers/creating-a-new-customer-from-a-transaction.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.