Add
- Click on "Add New Customer" in "Customers" section.
- Navigate to the Create New Customer page by clicking on the "Add New Customer" icon.
This above page is where all the necessary details of the customer all filled along with account details (CC/ACH) which will be used stored for future transactions.
The Customer ID can be generated in two ways:
AUTO GENERATED: When "Auto Generate" is enabled, the customer ID will be generated when clicked on "Save Account".
USER GENERATED: When "Auto Generate" is unenabled, the customer ID must be manually entered prior to clicking "Save Account".
Edit
- Click on "Edit" Icon to edit customer details.
- It allows to Add, Edit, Delete and set Default Card.
Note: All the customer details can be edited except the customer ID
