Individual Customer Profiles
To view all information and details relating to a customer, click on the Customer # of the selected customer from the Customers overview page. The customer profile page enables you to view and manage the following:
- Customer’s Personal Information - View and manage information including customer name, email, address, and phone.
- Transactions - View TRANSACTION #, DATE, TYPE, AMOUNT, and RESULT.
- Cards - View and manage the card information including CARD NUMBER (brand will appear automatically based on the number entered), EXPIRATION, and CARDHOLDER NAME.
- Scheduled Payments - View scheduled payment information including DESCRIPTION, TYPE, STATUS, START DATE, FREQUENCY, SPLIT IN (for installments), AMOUNT, and TOTAL AMOUNT.
- Invoices - View INVOICE NUMBER, DATE SENT, DUE DATE, STATUS, and AMOUNT.