Customer profile overview

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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.
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