Customer Profile (F)

This topic describes the following pages:

Customer Profile
Payment Method
Create Payment

The Customer Profile page contains information about a specific customer associated with your merchant. Customer Profiles can be accessed for any customer who has made a transaction through your merchants.

Navigate to a Customer Profile page by clicking on the customer's information found in the table on your Customers page.

Partial view of the Customer Profile page.

Customer Profile Features

Customer Name Banner

The banner at the top of the Customer Profile page shows the name of the customer as it is entered by the merchant. Click the REFRESH icon located on the right hand side of the Customer Name Banner to view any recent changes made by your merchant.

Create a New Payment

To create a new payment, click CHARGE CUSTOMER in the lower left hand corner of the Customer Profile box to be redirected to the Create Payment page.

Note that the Create Payment feature is not available for all customers.

Customer Profile Box

The lower half of the Customer Profile page contains the Customer Profile Box, which includes tabs on the left hand side of the box. The tabs consist of information related to aspects of the customer, their subscriptions, and their transactions. The following sections of this page cover descriptions of the contents of each of the tabs:

Customer Profile Tab

The Customer Profile tab contains the following information about the specific customer associated with the transaction:

Customer Profile Details Field Name	Description

Customer Profile Details Field Name	Description
ID	The subscription identification number created by Payrix.
Created	The date that the subscription was created.
First Name	Customer first name.
Middle	Customer middle name.
Last Name	Customer last name.
Address	The street address portion of the customer’s billing address.
Address 2	The second line of the street address portion of the customer’s billing address, if applicable.
City	The city portion of the customer’s billing address.
State	The state portion of the customer’s billing address.
Country	The country portion of the customer’s billing address.
Email	The customer’s email address.
Phone	The customer’s phone number.
Login Name	The customer’s login name.
Login ID	The customer login ID created by Payrix.
Merchant Name	The name of the merchant associated with the customer.
Merchant ID	The merchant identification number created by Payrix.
Company	The company associated with the customer’s transactions.
Custom Description	A description added by the merchant to transactions associated with a specific customer.

Customer Profile Tab Actions

The Customer Profile tab allows you to edit any details about the customer by following the steps below:

Step 1: Click the EDIT icon in the top right hand corner of the box.
Step 2: Type the new information into the Customer Profile field.
Step 3: Click the CHECK MARK icon at the top right hand corner to save the information or click the X icon to revert to the previously saved details.

Payment Methods Tab

The Payment Methods tab shows information related to any payment methods saved by a customer and allows you to enter new payment methods. The banner at the top of the box displays Total, Active, and Inactive payment methods.

The Payment Methods tab table contains the following information regarding saved payment methods:

Payment Methods Table Column Name	Description

Payment Methods Table Column Name	Description
Token	The Payrix identification number associated with the payment token.
Expiration	The credit card expiration date.
Type	The type of credit card.
Number	The credit card number.
Routing Number	The bank routing number.

Payment Methods Tab Actions

The Payment Methods tab supports the following actions:

Access the Payment Method page by clicking on any information in the Payment Methods table.
Add a credit card by following the steps below:
- Step 1: Click ADD CREDIT CARD in the top right hand corner of the Payment Methods box to open a lightbox in the page.
- Step 2: Type the credit card information in to the lightbox fields.
- Step 3: Click SAVE PAYMENT to save your new payment, or click anywhere outside the lightbox to return to the Payment Methods tab without saving.
Add a bank account by following the steps below:
- Step 1: Click ADD BANK ACCOUNT on the top right hand corner of the Payment Methods box to open a lightbox in the page.
- Step 2: Type the bank account information in to the lightbox fields
- Step 3: Click ADD to save the new account or click CANCEL to return to the Payment Methods tab without saving.

Recurring Billing Tab

The Recurring Billing tab shows information related to subscriptions purchased by a specific customer through your merchant. The banner at the top of the Recurring Billing tab shows the total number of Active and Inactive subscriptions for that customer.

The Recurring Billing tab table contains the following information regarding subscriptions with recurring billing in the default view:

Recurring Billing Table Column Name	Description

Recurring Billing Table Column Name	Description
Customer	The name of the customer.
Status	The status of the subscription: Active or Inactive.
Amount	The scheduled subscription payment in dollars.
Schedule	The billing schedule for the subscription.
Start	The start date for the subscription.
Finish	The date that the subscription will end.
Merchant	The name of the merchant associated with the subscription.

Recurring Billing Tab Actions

The Recurring Billing tab allows you to add a new subscription payment by following the steps below:

Step 1: Click ADD RECURRING BILLING in the top left hand corner of the Recurring Billing tab box to open a lightbox in the page.

Step 2: Type the necessary information in to the lightbox fields.

Step 3: Click SAVE to save the new subscription payment or click anywhere outside the lightbox to return to the Recurring Billing tab without saving.

Transactions Tab

The Transactions tab shows a table which contains the following information associated with specific transactions made by the customer in the default view:

Transactions Table Column Name	Description

Transactions Table Column Name	Description
Amount	The amount in dollars charged for the recurring payment.
Status	Indicates whether the transaction was captured as a recurring payment by the merchant.
Cardholder	The name of the cardholder.
Payment	The credit card brand and the last four digits of the card number.
Created	The date and time that the transaction was created.
Merchant	The name of the merchant.
Check boxes	Tick to select specific transactions, or tick the checkbox in the table header to select all transactions.
Arrow Icon	Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

Transactions Tab Actions

The Transactions tab supports the following actions:

View additional information on a specific transaction by clicking any row in the Transactions table.
Access specific Transaction Details by clicking any information in a row in the Transactions table.
Issue Refunds, Void Transactions, or Cancel Transactions using the Batch Actions function described in the following steps:
- Step 1: Select the specific transactions from the Transactions table using the Check boxes in the table column on the right hand side of the table.
- Step 2: Navigate to the Batch Actions drop down and select the grey triangle.
- Step 3: Select REFUNDS, VOID TRANSACTIONS, or CANCEL TRANSACTIONS
- Step 4: Click CONFIRM in the lightbox to process the request, or click CANCEL to return to the Transactions tab.

Customize Tables in the Customer Profile Box

You can customize your view using the options found at the top of the table on both the Recurring Billing and Transactions tabs located in the Customer Profile Box. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Recurring Billing and Transactions tabs found in the Customer Profile Box:

Plan Data

Amount
Schedule
Plan ID
Description
Plan status
Plan name
Schedule
Factor

Subscription Data

Start
Finish
Subscription ID
Date Created
Created by
Date Modified
Modified By
Descriptor
Max. Consecutive Failures
Consecutive Failures
Inactive
Tax

Entity Data

Merchant Entity ID
Login ID
Parameters ID
Type
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
TIN Status

Merchant Data

Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Annual Card Sales
Boarding Status
Amex Status
Discover Status
Status

Transaction Data

Amount
Cardholder
Payment
Created
TXN ID
Zip
Currency
Company
Created by
Date Modified
Modifier
Subscription Type
Captured
Description
Order
Tax
Approved
Refunded
Terminal ID
Channel
First Name
Last Name
Address
City
State
Country
Phone
Email

Entity Data

Merchant
Entity
Custom
Entity ID
Parameters ID
Entity Type
Address
Entity City
Entity State
Entity Zip
Entity Country
Entity Phone
Entity Fax
Entity Email
Entity Website
EIN
Entity Currency
Entity Status

Division Data

Division Name

User Data

Login ID

Merchant Data

Merchant ID
Merchant Dba
Merchant MCC
Merchant Created
Merchant Created By
Merchant Date Modified
Merchant Modified By
Merchant Boarded
Merchant Last Txn
Merchant Date Established
Merchant Status

Payment Method (F)

The Payment Method page contains information about a saved payment associated with a customer boarded through your merchant.

To access the Payment Method page, use the following steps:

Step 1: Navigate to the Customers page in the left hand navigation panel.
Step 2: Click on any customer information in the customers table to open the Customer Profile page.
Step 3: Click on the Payment Methods Tab located in the lower half of the Customer Profile page.
Step 4: Click on any information in the Payment Methods Tab table to open the Payment Method page.

Partial view of the Payment Method page, showing the Payment Method Details and the Subscriptions section.

Payment Method Features

Payment Method Details

The Payment Method Details section contains the following information about a payment method saved through your merchant:

Payment Method Detail Entry Name	Description

Payment Method Detail Entry Name	Description
ID	The identification number assigned to the payment token by Payrix.
Updated Date	The date that the payment method was last updated.
Number	The credit card number associated with the payment method.
Name	The name on the credit card.
Token	The tokenized identification number associated with the credit card.
Type	The type of credit card associated with the payment method.
Expiration	The credit card expiration date.
Description	An optional description of the payment method.
Custom Description	An optional description of the payment method.

Payment Method Page Actions

Edit Payment Method information by following the steps below:

Step 1: Click the edit icon in the upper right hand corner of the page.
Step 2: Enter information in the editable fields in the Payment Method Details section.
Step 3: Click the CHECK MARK icon in the upper right hand corner of the page to save your edits, or discard changes by clicking the X icon.

Subscriptions

If a Recurring Payment is associated with the payment method, then details of the recurring transactions will appear in the Subscriptions section of the Payment Method page.

Create Payment (F)

The Create Payment page allows you to create a payment to be charged directly to a customer through a saved credit card.

To access the Create Payment page, use the following steps:

Step 1: Navigate to the Customers page in the left hand navigation panel.
Step 2: Click on any customer information in the customers table to redirect to the Customer Profile page.
Step 3: Click CHARGE CUSTOMER in the lower left hand corner of the Customer Profile page to open the Create Payment page.

Note that this feature is not available on all customer profile pages.

Partial view of the Create Payment page showing the account selection drop down menu, the payment details field, and the customer details field.

Create Payment Features

Account Selection Drop Down Menu

The Account Selection Drop Down Menu is located at the top left hand corner of the screen. Click the drop down menu to select the referrer or merchant account that the payment will be credited to.

Payment Details

The Payment Details section allows you to enter payment details associated with the payment, including the following information:

Payment Details Field Name	Description

Payment Details Field Name	Description
Amount	The dollar amount charged in the transaction.
Transaction Type	The type of transaction: Sale, Authorization Only, or eCheck Sale.
Payment Method	Click the drop down to select a previously saved customer credit card, or click CREATE NEW PAYMENT method to enter and save a new credit card.
Tip	Add an optional tip in a dollar amount.

Customer Details

Click the black arrow next to Customer Details to open a drop down box where you can enter the following additional information about the customer associated with the transaction:

Customer Details Field Name	Description

Customer Details Field Name	Description
Address	The street address portion of the customer’s billing address.
City	The city portion of the customer’s billing address.
State	The state portion of the customer’s billing address.
Zip	The zip code portion of the customer’s billing address.
Country	The country portion of the customer’s billing address.
Email	The customer’s email address.
Phone	The customer’s phone number.

Level 2 Processing Transactions

Level 2 and Level 3 data refers to the additional transaction data provided by Merchants and used by credit card companies to classify a payment processor into different interchange rates. More information about Level 2 and Level 3 processing can be found at: How to Send Level 2 and Level 3 Data using Payment Options or Glossary.

If your payment requires Level 2 Processing, click the LEVEL 2 PROCESSING box at the bottom left hand corner of the page to enter the following additional information:

Level 2 Processing Field Name	Description

Level 2 Processing Field Name	Description
Tax	The dollar amount in tax charged on the transaction.
Order Number	The order number associated with the transaction.

Level 3 Processing Transactions

If your payment requires Level 3 Processing, click the LEVEL 3 PROCESSING box at the bottom left hand corner of the page to enter the following additional information:

Note that the Level 3 Processing option becomes visible on the page only when the Level 2 Processing option is first selected.

Level 3 Processing Field Name	Description

Level 3 Processing Field Name	Description

Level 3 Processing Field Name	Description

Level 3 Processing Field Name	Description
Shipping Amount	The dollar amount in shipping fees.
Duty Amount	The dollar amount in duty fees.
Order Discount	The discount applied to the transaction or interchange.
Name	The name of the customer associated with the order.
Description	The description of the order.
Commodity Code	The shipping classification code for the product or service provided with the transaction.
Product Code	The product code for the invoice, including UPC, catalog number, or inventory number. This field is stored as a text string and must be between 0 and 100 characters long.
Item Price	The dollar amount charged for the product or service provided with the transaction.
Item Discount	The dollar amount of the discounted amount of the interchange.
Quantity	The number of items being shipped.
Unit of Measure	The unit of measure for the number of items being shipped.
Item Total	The dollar amount calculated by the item price and quantity.

Action: Process Payment

When you have entered the necessary information, click PROCESS PAYMENT at the bottom of the page to process the payment, or click CANCEL to cancel the payment.

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