Customer Profile (M)
Paul Clifton
Miles Graves
The Customer Profile page contains information about one of your specific customers. Customer Profiles can be accessed for any customer who has made a transaction.
Navigate to the Customer Profile page by following the steps below:
Step 1: Click Customers in the Payments category of the left-hand navigation panel.
Step 2: Locate the specific customer in the Customers Table, and click any information in the table row to open the Customer Profile page.
Customer Profile Features
Customer Name Banner
The banner at the top of the Customer Profile page shows the customer’s first and last names. Click the REFRESH icon located on the right-hand side of the Customer Name Banner to view any recent changes.
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 | 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. |
The customer’s email address. | |
Phone | The customer’s phone number. |
Login Name | The customer’s login name. |
Login ID | The customer login ID. |
Merchant Name | The name of the merchant associated with the customer. |
Merchant ID | The merchant identification number. |
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 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 on the page.
Step 2: Type the credit card information into 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 on the page.
Step 2: Type the bank account information into 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. 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 on. |
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 on the page.
Step 2: Type the necessary information into 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 that 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. |
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