Developer Reference Docs

In Customers screen, you can generate customer reports and also add new customers.

Table of Contents

Customers

Add Customers

View Customers

Edit Customers 

What to do

Feature	Description
Active Merchant	Select the merchant in the drop-down to view the associated merchant transaction
Language	Select the preferred language in the drop-down
	Select to view dashboard in full screen
	Select to minimize the menu bar
Search	Enter the entity to display the transaction data based on the search
	Change the color of the widget
-	Collapse the widget. Click again to expand the widget
	View the widget in new page
Copy	Copy the transaction details in clipboard. The steps to copy the transaction are: Click the copy button The Copy to clipboard dialog box pops up Press ctrl or + C to copy the table data to your system clipboard Click the dialog box or press escape to close the dialog box
Excel	Download the transaction data in excel format
PDF	Download the transaction data in PDF format
Print	Print the transaction data
	Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100.
First	Go to first page
Previous	Go to previous page
Next	Go to next page
Last	Go to last page

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Customers

Field	Description
Search	Enter the entity to display the transaction data based on the search
Customer Code	Displays the customer code
First Name	Displays the first name
Last Name	Displays the last name
Company Name	Displays the company name
Email Address	Displays the email address of the customer
Phone	Displays the phone number of the customer
Source	Displays the source
	Click here for the procedure to create New transaction
	Displays the customer details. There are two tabs: Details Payment Methods
	Edit the customer details. There are two tabs: Detail Payment Methods
	Delete the transaction data. The steps to delete the transaction are: Click the delete button The Delete Credit Card Token dialog box pops up Click the Yes button to delete the transaction data Click the No button to retain transaction data Note: All credit card data will be deleted too

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Add Customer 

Click the Add Customer link. There are two tabs:

• Details
• Payment Methods

Add Customer - Details

Click the Details tab in the Add Customer screen.

Field	Description
Customer Code	Enter the customer code
First Name	Enter the first name
Last Name	Enter the last name
Company Name	Enter the company name
Email Address	Enter the email address
Billing Address 1	Enter the billing address 1
Billing Address 2	Enter the billing address 2
Billing City	Enter the billing city name
Billing State/Province	Select the state/province from the drop-down
Billing Postal Code	Enter the billing postal code
Phone	Enter the phone number
Notes	Enter additional information, if any
	Click Save to save the added data
	Click cancel to exit the Add Customer screen

Add Customer - Payment Methods

Click the Payment Methods tab in the Add Customer screen.

Field	Description
Method	Displays the method used for transaction
Type	Displays the type
Display	Displays the Credit Card number
	Click the Delete button to delete the data
	Click the Save button to save the data
	Click cancel to exit the View Customer screen
	Click the Add button. Select the appropriate option from the drop-down. The valid values are: Add Bank Account Add Credit Card

Add Customer - Payment Methods - Add Bank Account

Click the Payment Methods tab, click the Add button and then select the Add Bank Account from the drop-down in the Add Customer screen.

The Add Bank Account tab (Figure 6) is displayed.

Field	Description
Routing Number	Enter the routing number
Account Number	Enter the account number
Account Type	Select the account type from the drop-down. The valid values are: Personal Checking Personal Savings Business Checking Business Savings General Ledger
Confirm Account	Re-enter the account number Click the Delete button to delete the data
	Click the Add button to Add Bank Account
	Click cancel to exit the Add Bank Account tab

Click the Payment Methods tab, click the Add button and then select the Add Credit Card from the drop-down in the Add Customer screen.

The Add Credit Card tab (Figure 10) is displayed.

Field	Description
Credit Card Number	Enter the credit card number
Name	Enter the customer name
Postal Code	Enter the postal code
Expiration Date	Select the month in the Month drop-down Select the year in the Year drop-down
Address	Enter the address
	Click the Add button to Add Credit Card
	Click cancel to exit the Add Credit Card

View Customer - Details 

Click the Details tab in the View Customer screen. 

Field	Description
Customer Code	Displays the customer code
First Name	Displays the first name
Last Name	Displays the last name
Company Name	Displays the company name
Email Address	Displays the email address
Billing Address 1	Displays the billing address 1
Billing Address 2	Displays the billing address 2
Billing City	Displays the billing city name
Billing State/Province	Displays the billing state/province
Billing Postal Code	Displays the billing postal code
Phone	Displays the phone number
Notes	Displays additional information, if any
	Click the transaction button. Click here for the procedure to create New transaction
	Click cancel to exit the View Customer screen

View Customer - Payment Methods

Click the Payment Methods tab in the View Customer screen.

Field	Description
Method	Displays the method used for transaction
Type	Displays the type
Display	Displays the Credit Card number
	Click the transaction button. Click here for the procedure to create New transaction
	Click cancel to exit the View Customer screen

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Edit Customer - Details

Click the Details tab in the Edit Customer screen.

Field	Description
Customer Code	Edit the customer code
First Name	Edit the first name
Last Name	Edit the last name
Company Name	Edit the company name
Email Address	Edit the email address
Billing Address 1	Edit the billing address 1
Billing Address 2	Edit the billing address 2
Billing City	Edit the billing city name
Billing State/Province	Select the state/province from the drop-down
Billing Postal Code	Edit the billing postal code
Phone	Edit the phone number
Notes	Edit additional information, if any
	Click Save to save the edited data
	Click cancel to exit the Edit Customer screen

Edit Customer - Payment Methods

Click the Payment Methods tab in the Edit Customer screen.

Figure 12: Edit Customer - Payment Methods.

 

Field	Description
Method	Displays the method used for transaction
Type	Displays the type
Display	Displays the Credit Card number
	Click the Delete button to delete the data
	Click the Save button to save the data
	Click cancel to exit the View Customer screen
	Click the Add button. Select the appropriate option from the drop-down. The valid values are: Add Bank Account Add Credit Card

Edit Customer - Payment Methods - Add Bank Account

Click the Payment Methods tab, click the Add button and then select the Add Bank Account from the drop-down in the Edit Customer screen.

The Add Bank Account tab (Figure 14) is displayed.

Figure 13: Edit Customer - Payment Method - Add Bank Account.

 

 

Figure 14: Add Bank Account.

 

Field	Description
Routing Number	Enter the routing number
Account Number	Enter the account number
Account Type	Select the account type from the drop-down. The valid values are: Personal Checking Personal Savings Business Checking Business Savings General Ledger
Confirm Account	Re-enter the account number Click the Delete button to delete the data
	Click the Add button to Add Bank Account
	Click cancel to exit the Add Bank Account tab

Edit Customer - Payment Methods - Add Bank Account

Click the Payment Methods tab, click the Add button and then select the Add Credit Card from the drop-down in the Edit Customer screen.

The Add Credit Card tab (Figure 16) is displayed.

Figure 15: Edit Customer - Payment Method - Add Credit Card.

 

 

 Figure 16: Add Credit Card.

 

Field	Description
Credit Card Number	Enter the credit card number
Name	Enter the customer name
Postal Code	Enter the postal code
Expiration Date	Select the month in the Month drop-down Select the year in the Year drop-down
Address	Enter the address
	Click the Add button to Add Credit Card
	Click cancel to exit the Add Credit Card

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