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PLEASE NOTE THAT SOFTRIP PAYMENTS IS A ONE-WAY INTEGRATION. ANY TRANSACTIONS INITIATED IN THE SOFTRIP PLATFORM WILL BE AUTOMATICALLY REFLECTED IN THE BACK-END SOFTRIP PAYMENTS PORTAL. ANY TRANSACTIONS INITIATED IN THE BACK-END PAYMENTS PORTAL WILL NEED TO BE MANUALLY ADJUSTED WITHIN THE SOFTRIP PLATFORM. |
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.
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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.
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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 |
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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.
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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:
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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.
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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
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Merchant ID
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DBA - Statement Descriptor
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MCC
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Date Created
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Created by
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Date Modified
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Modified By
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Date Boarded
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Last Transaction Date
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Date Established
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Annual Card Sales
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Boarding Status
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Amex Status
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Discover Status
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