Storing and Adding Customer Payment Profiles and Payment Detailes

The Customers tab is where your customers and all information, including payment methods, are securely stored. Creating and storing customers allows you to select existing customers when processing transactions, creating an invoice etc.

Easily view and manage all transaction history and additional details on specific customers....

Storing Customer Information:

• The Customers tab on the left panel is where your customers and their information, including payment methods, are securely stored.

• For each stored customer, there are 5 tabs: Info, Wallet, History, Recurring and Invoicing
  

• Info stores general contact, shipping and billing information.
• Wallet stores this customers’ payment methods. Once a credit card or ACH is entered and saved, only the last four digits are visible.
• History records transaction history of this customer.
• Invoicing records all invoices sent to this customer.
• Recurring records all recurring schedules associated with this customer. You can also turn a recurring schedule on or off from this tab.
  
  

Creating a new customer:

When processing a transaction:

• When processing a transaction for a new customer, enter the customer name, name on card, and card details.
• Click the Create a new customer checkbox at the bottom of the page.
  

• Click Process Transaction.
• The transaction will be processed and the customer profile will be automatically saved in the Customer vault.

Without processing a transaction:

• Navigate to the Customers tab in the left panel.
• Click on the Create New button in the upper right corner.
• Enter customer details.
  

• Click Complete.
• Next, locate the customer you just created.
• Click on the Wallet
• Click on the Add button on the far-right side of the page.

• Fill in the credit card or check details.
• Click Add Payment Method
  

Creating a customer post-transaction:

• If a transaction was processed without the customer profile being saved (e.g., the Create a new customer checkbox at the bottom of the page was not checked, or the transaction was processed outside of the virtual terminal), you can create a customer profile off of the transaction.
• Locate the transaction processed for this customer in the Reports tab on the left panel.
• Click on the eyeball icon next to the transaction details.
• Click on the Create Customer

Customer Upload:

• Customer Upload allows you to upload a csv file to the gateway with multiple customer profiles instead of manually creating each customer profile separately.
• To upload a customer file, navigate to the Customers tab on the left panel, and click on the Customer Upload button in the top right corner of the page.
• A pop-up will give you the option of Download customer template with the required header: Company.