Edit Customer
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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.