Customer Profile (M)

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.

Partial view of the Customer Profile page, including the Customer Profile Banner and the Customer Profile Box.

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.

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.

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

Related pages: