All the saved customers list are displayed on the Customers tab.
Add new customer
Click on add new customer option
Navigate to the Create New Customer page by clicking on the Add New Customer icon.
This page is where all the necessary details for the customer and also the account details (CC/ACH) which will be used for transactions, is entered and stored.
The Customer ID can be generated in two ways:
AUTO GENERATED: When auto generate is enabled, the customer ID will be autogenerated when save customer is clicked.
USER GENERATED: When auto generate is unenabled, the customer ID must be manually entered before clicking the save option.
Edit customer
Edit Customer: Will navigate to edit customer page.
This page allows user to add new card, delete card, and set a card as default card
Note: All the customer details can be edited except the customer ID
Edit Button: There is an option to add new card. When we click on add new card button the and give the details and add card which we want to use for transaction processing.
Default option: By default one card is selected, which is used for processing the transaction. This option allows the default card to be changed.
Delete Card: This will delete the selected card from the customer profile.
