Secure Payments – Customers

Introduction

Secure Payments can function as a standalone application, but it is more commonly integrated with other applications and customer data is sent from those sources. However, if you have the need, you can add customers directly in the Customers section of Secure Payments.

The Customers page has two main functions. You can search for existing customers by entering keywords into the “Search” field on left side of the screen, or you can add new customers.

Customer Creation and Personal Info

To enter a new customer record, click the black plus button at the top right corner of the screen.

This should pull up a screen where you can fill in the personal customer's personal information. Required fields include the customer's first and last name, gender, birth date, and address.

If you enter a ZIP code (not a postal code) in the address field, the city and state will be automatically populated for you. Above the mailing address section, there is a “Same as primary” link. If you click it, the mailing-address fields will be populated with the values from the corresponding primary-address fields.

Once you have entered all of the required customer information, click Save.

Payment Profiles

Once you have created a customer, you can click on that customer to see their information. This will automatically take you to the personal information screen, which will contain the information you entered when creating the customer. To create a payment profile for your customer, navigate to the Payment Profiles tab to the left of the customer profile screen.

Click the black plus button to add a payment profile.

Once the Add Payment Profile screen pulls up, choose the type of profile (whether it is a bank card or a bank account) and enter the rest of the required information.

Note: If the payment profile type is a bank account, you can choose between checking and savings accounts. The account type will be displayed.

Click the Save button to complete the process.

Transaction History

The Transaction History tab is located right below the Payment Profile tab. If enter Transaction History, you can see all the current and past transactions for the customer in Secure Payments. If needed, you can choose a date range to search transactions. By clicking the small info button to the far right of each transaction, you can see more details about the individual transactions.

Notes

The final tab on the Customer Profile page is Notes. On the Notes page, you can see any previous notes and add new notes related to the specific customer. Simply click the plus button to add a new note.


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