Edit Customer
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
- Select or Search for an existing Customer Profile.
- Modify fields, as needed.
- 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.
page revision: 7, last edited: 17 Jul 2013 21:28
