The Customers page in the Payments category allows you to view, add, and edit details about your customers and their payment information.
Navigate to the Customers page by clicking CUSTOMERS under Payments in the left-hand navigation bar.
Partial view of the Customers page showing the Customers Information Banner, Add Customers button, and Customers Table.
Customers Features
Customers Information Banner
The Customers Information Banner contains a summary of your customers, including the total number of customers, and the number of active and inactive customers.
Add New Customers
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:
Customers Table Column Name | Description |
|---|---|
Name | The name associated with the customer profile. |
The email address associated with the customer profile. | |
Phone | The phone number associated with the customer profile. |
Status | Indicates whether the customer is active or inactive. |
Date Created | The date that the customer was added. |
Last TXN | The date of the last transaction accepted by the merchant. |
Arrow Icon | Click on the grey triangle in any row to view additional details for a specific customer, or click on the grey triangle in the table header to view additional details for all entries. |
Customers Table Actions
The Customers table supports the following actions:
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.
Customize the Customers Table
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
Name
Email
Phone
Status
Date Created
Address
City
State
Zip
ID
Created by
Last Name
Date Modified
Modified By
Login ID
Merchant ID
Fax
Country
Company
Custom Description