This topic describes the following pages:
The Customer Profile page contains information about a specific customer associated with your merchant. Customer Profiles can be accessed for any customer who has made a transaction through your merchants.
To access the Customer Profile page, click the customer's information found in the table on your Customers page.
Customer Profile Features
Click here to view the features of the Customer Profile page.
Customer Name Banner
The banner at the top of the Customer Profile page shows the name of the customer as it is entered by the merchant. Click the REFRESH icon located on the right side of the Customer Name Banner to view any recent changes made by your merchant.
Create a New Payment
To create a new payment, click CHARGE CUSTOMER in the lower left corner of the Customer Profile box to be redirected to the Create Payment page.
Note
The feature for creating payments is not available for all customers.
Customer Profile Box
The lower half of the Customer Profile page contains the Customer Profile Box, which includes tabs on the left side of the box. The tabs consist of information related to aspects of the customer, their subscriptions, and their transactions. The following sections of this page cover descriptions of the contents of each of the tabs:
Customer Profile Tab
The Customer Profile tab contains the following information about the specific customer associated with the transaction:
ID: The subscription identification number created by the Payrix Pro platform.
Created: The date that the subscription was created.
First Name: Customer first name.
Middle: Customer middle name.
Last Name: Customer last name.
Address: The street address portion of the customer’s billing address.
Address 2: The second line of the street address portion of the customer’s billing address, if applicable.
City: The city portion of the customer’s billing address.
State: The state portion of the customer’s billing address.
Country: The country portion of the customer’s billing address.
Email: The customer’s email address.
Phone: The customer’s phone number.
Login Name: The customer’s login name.
Login ID: The customer login ID created by the Payrix Pro platform.
Merchant Name: The name of the merchant associated with the customer.
Merchant ID: The merchant identification number created by the Payrix Pro platform.
Company: The company associated with the customer’s transactions.
Custom Description: A description added by the merchant to transactions associated with a specific customer.
Customer Profile Tab Actions
To edit any details about the customer:
Click the EDIT icon in the top right corner of the box.
Type the new information into the Customer Profile field.
Click the CHECKMARK icon at the top right corner to save the information or click the X icon to revert to the previously saved details.
Payment Methods Tab
The Payment Methods tab shows information related to any payment methods saved by a customer and allows you to enter new payment methods. The banner at the top of the box displays Total, Active, and Inactive payment methods.
The Payment Methods tab table contains the following information regarding saved payment methods:
Token: The Payrix Pro platform identification number associated with the payment token.
Expiration: The credit card expiration date.
Type: The type of credit card.
Number: The credit card number.
Routing Number: The bank routing number.
Payment Methods Tab Actions
The Payment Methods tab supports the following actions:
Access the Payment Method page by clicking any information in the Payment Methods table.
To add a credit card:
Click ADD CREDIT CARD in the top right corner of the Payment Methods box to open a lightbox in the page.
Type the credit card information into the lightbox fields.
Click SAVE PAYMENT to save your new payment, or click anywhere outside the lightbox to return to the Payment Methods tab without saving.
To add a bank account:
Click ADD BANK ACCOUNT on the top right corner of the Payment Methods box to open a lightbox in the page.
Type the bank account information into the lightbox fields
Click ADD to save the new account.
Recurring Billing Tab
The Recurring Billing tab shows information related to subscriptions purchased by a specific customer through your merchant. The banner at the top of the Recurring Billing tab shows the total number of Active and Inactive subscriptions for that customer.
The Recurring Billing tab table contains the following information regarding subscriptions with recurring billing in the default view:
Customer: The name of the customer.
Status: The status of the subscription, Active or Inactive.
Amount: The scheduled subscription payment in dollars.
Schedule: The billing schedule for the subscription.
Start: The start date for the subscription.
Finish: The date that the subscription will end.
Merchant: The name of the merchant associated with the subscription.
Recurring Billing Tab Actions
To add a new subscription payment:
Click ADD RECURRING BILLING in the top left corner of the Recurring Billing tab box to open a lightbox on the page.
Type the necessary information into the lightbox fields.
Click SAVE to save the new subscription payment or click anywhere outside the lightbox to return to the Recurring Billing tab without saving.
Transactions Tab
The Transactions tab shows a table that contains the following information associated with specific transactions made by the customer in the default view:
Amount: The amount in dollars charged for the recurring payment.
Status: Indicates whether the transaction was captured as a recurring payment by the merchant.
Cardholder: The name of the cardholder.
Payment: The credit card brand and the last four digits of the card number.
Created: The date and time that the transaction was created.
Merchant: The name of the merchant.
Checkboxes: Tick to select specific transactions, or tick the checkbox in the table header to select all transactions.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction, or Click the grey triangle in the table header to view additional details for all transactions.
Transactions Tab Actions
The Transactions tab supports the following actions:
View additional information on a specific transaction by clicking any row in the Transactions table.
Access specific Transaction Details by clicking any information in a row in the Transactions table.
To issue refunds, void transactions, or cancel transactions using the Batch Actions function:
Select the specific transactions from the Transactions table using the Checkboxes in the table column on the right side of the table.
Access the Batch Actions dropdown and select the grey triangle.
Select REFUNDS, VOID TRANSACTIONS, or CANCEL TRANSACTIONS.
Click CONFIRM in the lightbox to process the request.
Customize Tables in the Customer Profile Box
You can customize your view using the options found at the top of each table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Recurring Billing and Transactions tabs found in the Customer Profile Box:
Click here to view the Recurring Billing table columns.
Plan Data
Amount
Schedule
Plan ID
Description
Plan status
Plan name
Schedule
Factor
Subscription Data
Start
Finish
Subscription ID
Date Created
Created by
Date Modified
Modified By
Descriptor
Max. Consecutive Failures
Consecutive Failures
Inactive
Tax
Entity Data
Merchant Entity ID
Login ID
Parameters ID
Type
Address
City
State
Zip
Country
Phone
Fax
Email
Website
EIN
Currency
Status
Custom
TIN Status
Merchant Data
Merchant ID
DBA - Statement Descriptor
MCC
Date Created
Created by
Date Modified
Modified By
Date Boarded
Last Transaction Date
Date Established
Annual Card Sales
Boarding Status
Amex Status
Discover Status
Status
Click here to view the Transaction Tab table columns.
Transaction Data
Amount
Cardholder
Payment
Created
TXN ID
Zip
Currency
Company
Created by
Date Modified
Modifier
Subscription Type
Captured
Description
Order
Tax
Approved
Refunded
Terminal ID
Channel
First Name
Last Name
Address
City
State
Country
Phone
Email
Entity Data
Merchant
Entity
Custom
Entity ID
Parameters ID
Entity Type
Address
Entity City
Entity State
Entity Zip
Entity Country
Entity Phone
Entity Fax
Entity Email
Entity Website
EIN
Entity Currency
Entity Status
Division Data
Division Name
User Data
Login ID
Merchant Data
Merchant ID
Merchant Dba
Merchant MCC
Merchant Created
Merchant Created By
Merchant Date Modified
Merchant Modified By
Merchant Boarded
Merchant Last Txn
Merchant Date Established
Merchant Status
Payment Method
The Payment Method page contains information about a saved payment associated with a customer boarded through your merchant.
To access the Payment Method page:
Access the Customers page in the left navigation panel.
Click any customer information in the Customers table to open the Customer Profile page.
Click the Payment Methods tab located in the lower half of the Customer Profile page.
Click any information in the Payment Methods Tab table to open the Payment Method page.
Payment Method Features
Click here to view the features of the Payment Method page.
Payment Method Details
The Payment Method Details section contains the following information about a payment method saved through your merchant:
ID: The identification number assigned to the payment token by the Payrix Pro platform.
Updated Date: The date that the payment method was last updated.
Number: The credit card number associated with the payment method.
Name: The name on the credit card.
Token: The tokenized identification number associated with the credit card.
Type: The type of credit card associated with the payment method.
Expiration: The credit card expiration date.
Description: An optional description of the payment method.
Custom Description: An optional description of the payment method.
Payment Method Page Actions
To edit payment method information:
Click the edit icon in the upper right corner of the page.
Enter information in the editable fields in the Payment Method Details section.
Click the CHECKMARK icon in the upper right corner of the page to save your edits, or discard changes by clicking the X icon.
Subscriptions
If a Recurring Payment is associated with the payment method, then details of the recurring transactions will appear in the Subscriptions section of the Payment Method page.
Create Payment
The Create Payment page allows you to create a payment to be charged directly to a customer through a saved credit card.
To access the Create Payment page:
Access the Customers page in the left navigation panel.
Click any customer information in the Customers table to redirect to the Customer Profile page.
Click CHARGE CUSTOMER in the lower left corner of the Customer Profile page to open the Create Payment page.
Note
The Create Payment feature for customers is not available on all Customer Profile pages.
Create Payment Features
Click here to view the features of the Create Payment page.
Account Selection Dropdown Menu
The Account Selection Drop Down Menu is located at the top left corner of the screen. Click the dropdown menu to select the Partner or Merchant account that the payment will be credited to.
Payment Details
The Payment Details section allows you to enter payment details associated with the payment, including the following information:
Amount: The dollar amount charged in the transaction.
Transaction Type: The type of transaction; Sale, Authorization Only, or eCheck Sale.
Payment Method: Click the dropdown to select a previously saved customer credit card or click CREATE NEW PAYMENT method to enter and save a new credit card.
Tip: Add an optional tip in a dollar amount.
Customer Details
Click the black arrow next to Customer Details to open a dropdown box where you can enter the following additional information about the customer associated with the transaction:
Address: The street address portion of the customer’s billing address.
City: The city portion of the customer’s billing address.
State: The state portion of the customer’s billing address.
Zip: The zip code portion of the customer’s billing address.
Country: The country portion of the customer’s billing address.
Email: The customer’s email address.
Phone: The customer’s phone number.
Level 2 Processing Transactions
Level 2 and Level 3 data refers to the additional transaction data provided by Merchants and used by credit card companies to classify a payment processor into different interchange rates. More information about Level 2 and Level 3 processing can be found in: Submitting Level 2 and 3 Data with Transactions or the Glossary.
If your payment requires Level 2 Processing, check the LEVEL 2 PROCESSING box at the bottom left corner of the page to enter the following additional information:
Tax: The dollar amount in tax charged on the transaction.
Order Number: The order number associated with the transaction.
Level 3 Processing Transactions
If your payment requires Level 3 Processing, click the LEVEL 3 PROCESSING box at the bottom left corner of the page to enter the following additional information:
Note
Level 3 Processing options become visible on the page only when the Level 2 Processing option is first selected.
Shipping Amount: The dollar amount in shipping fees.
Duty Amount: The dollar amount in duty fees.
Order Discount: The discount applied to the transaction or interchange.
Name: The name of the customer associated with the order.
Description: The description of the order.
Commodity Code: The shipping classification code for the product or service provided with the transaction.
Product Code: The product code for the invoice, including UPC, catalog number, or inventory number. This field is stored as a text string and must be between 0 and 100 characters long.
Item Price: The dollar amount charged for the product or service provided with the transaction.
Item Discount: The dollar amount of the discounted amount of the interchange.
Quantity: The number of items being shipped.
Unit of Measure: The unit of measure for the number of items being shipped.
Item Total: The dollar amount calculated by the item price and quantity.
Action: Process Payment
When you have entered the necessary information, click PROCESS PAYMENT at the bottom of the page to process the payment.