If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.