Customers in Secure Payments
Managing individual customers in Secure Payments.
To access the Customer section, head directly into Secure Payments and click the Customers tab on the left side of the page.
The Customers page has two main functions. You can search for existing customers by entering keywords into the ‘Search’ field on the left side of the screen, or you can add new customers.
Customer Creation and Personal Info
To enter a new customer record, click the black plus button at the top right corner of the screen.
This should pull up a screen where you can fill in the personal customer's personal information. Required fields for creating a customer are marked with an * and include the customer's first and last name, gender, birth date, and address. Fields marked with a 1 are required for a customer to have a card for their line of credit account. These include the customer's email, phone number, and Social Security Number (SSN).
If you enter a ZIP code (not a postal code) in the address field, the city and state will be automatically populated for you. Above the mailing address section, there is a “Same as primary” link. If you click it, the mailing-address fields will be populated with the values from the corresponding primary-address fields.
Once you have entered all of the required customer information, click Save.
Payment Profiles
Once you have created a customer, you can click on their name to see their information. This will automatically take you to the personal information screen, which will contain the information you entered when creating the customer. To create a payment profile for your customer, navigate to the Payment Profiles tab to the left of the customer profile screen.
Click the black plus button to add a payment profile.
Once the Add Payment Profile screen pulls up, choose the type of profile (whether it is a bank card or a bank account) and enter the rest of the required information.
Note: If the payment profile type is a bank account, you can choose between checking and savings accounts. The account type will be displayed.
Click the ‘Save’ button to complete the process.
Transaction History
The Transaction History tab is located right below the Payment Profile tab. Here you can see all the current and past transactions for the customer in Secure Payments. If needed, you can choose a date range to search transactions. By clicking the small info button to the far right of each transaction, you can see more details about the individual transactions.
Cards
If the customer has cards associated with a line of credit account, they will show up here in the Cards section. You'll see at a glance the card's status, available credit, and the card title.
We plan on releasing future articles that will explain in-depth how to add a card to a customer's profile, but for now our creating a card article will help you understand how our card functionality works and what it can do for your operations.
It's important to note that the cards in the Cards section are not the same as the bank cards you can add as a payment profile. Cards are used to access credit from a line of credit account while bank cards are a payment profile that can be used to make payments on an account (loan, lease, line of credit).
Notes
The final tab on the Customer Profile page is Note Manager. On the Note Manager page, you can see any previous notes and add new notes related to the specific customer. Simply click the plus button to add a new note.
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