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Navigate to the Customers page by clicking CUSTOMERS under Payments in the left-hand navigation bar.
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The Customers Information Banner contains a summary of your customers, including the total number of customers, and the number of active and inactive customers.
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Customers
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To add a new customer directly to the portal, follow the steps below:
Step 1: Click ADD CUSTOMER to open a lightbox and add information on a new customer.
Step 2: Click ADD to create a new customer record, or discard your changes by clicking CANCEL to return to the Customers page.
Customers Table
Locate information about individual customers in the main table on the Customers page. Individual customers are listed by row. The default view includes the following columns:
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View any additional customers by clicking SHOW MORE RESULTS to load additional rows in the table.
Expand a row to view more details about a specific customer by clicking any line in the table.
Access additional information for a specific customer by clicking any information in the table to view the Customer Profile page, where you can view and edit customer information.
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You can customize your view using the options found at the top of the table. 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 Customers table:
Customer Data
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Name
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Phone
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Status
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Date Created
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Address
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City
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State
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Zip
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ID
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Created by
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Last Name
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Date Modified
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Modified By
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Login ID
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Merchant ID
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Fax
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Country
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Company
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