PayTrace Help

Use this page to edit existing Customer Profiles

If you are not already signed up for this feature, please contact your Merchant Service Provider or PayTrace Support at moc.ecarTyaP|troppuS#moc.ecarTyaP|troppuS.

How to Use This Page

1. Select or Search for an existing Customer Profile.
2. Modify fields, as needed.
3. Click the Save button.

NOTE:
A single existing Customer Profile may be deleted by clicking the Delete button.

Detailed Help

Links

Would you like to delete multiple stored customer profiles?

Redirects you to the Delete Multiple Customer Profiles page, where you can delete multiple stored customer profiles. Delete Customers

Transaction Customer Summary Link - e.g., 8 transactions for $88.28 have been processed for 23.

Opens a new window that displays a View Transactions report.

Consent Form

Opens a new window where you can view, print, or email a Consent form. Consent Form

Field Information

Required Fields

Customer Billing Information

Customer ID

Must be a unique value for each customer. May contain both alphabetic and numeric characters.

Name

Must consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.

Customer Account Information

Credit Card Number

Must contain a valid credit card number from an issuer that is marked as accepted in your Processor Information section. The complete credit card number must be entered without spaces or dashes.

Expiration Date

Select the month and year of the expiration date displayed on your customer's credit card.

Optional Fields

Customer Billing Information

Address

Must consist of 1 to 100 alpha-numeric characters. This address is your customer's billing address and is used to protect you by preventing fraudulent or unauthorized use of your customer's card.

Address Continued

May consist of 1 to 100 alpha-numeric characters.

City

May consist of 1 to 20 alphabetic characters.

State

Select the state of your customer's billing address.

ZIP

Must consist of 1 to 9 numeric digits. This ZIP is your customer's billing ZIP and is used to protect you by preventing fraudulent or unauthorized use of your customer's card.

Country

Select the country for the customer's billing address.

Email Address

May consist of a valid email address of 7 to 250 alpha-numeric characters. Receipts are sent to this email address, if you choose to have the receipt emailed.

Password

Must contain at least 7 characters, including at least one letter and one number.

Phone Number

The customer's domestic or international phone number.

Fax Number

The customer's domestic or international fax number.

Customer Shipping Information

Attention

May consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.

Shipping Address

May consist of 1 to 100 alpha-numeric characters.

Shipping Address Continued

May consist of 1 to 100 alpha-numeric characters.

Shipping City

May consist of 1 to 20 alphabetic characters.

Shipping State

Select the state of your customer's shipping address.

Shipping ZIP

Must consist of 1 to 9 numeric digits.

Customer Account Information

Routing Number

The Routing Number for the Checking Account.

Checking Account

The Checking Account associated with the Routing Number.

Customer Tax ID

The Customer's Tax ID, as needed.

Notes / Comments

Any additional notes or comments.