Customer Accounts

Quick Links

1 Customer Accounts
- 1.1 Add a New Account
- 1.2 Edit/Update Account Information
- 1.3 Add a New Payment Method
- 1.4 Remove a Payment Method
- 1.5 Remove an Account

When individual customer accounts are created, payment methods, shipping addresses, and contact information can be saved for future use. From a customer account, transaction history associated with that customer can be viewed, subscriptions can be created and managed, and multiple payment methods can be saved.

Add a New Account

New Customer Accounts can be created during the checkout process or can be added later from the Virtual Terminal Accounts page. To view instructions for setting up a new account during the checkout process, click here.

Action	Display

Action	Display
From the Merchant Dashboard, click the drop-down menu in the upper left, and select Virtual Terminal
2. From the pop-out menu on the left, select Accounts
3. Click Add Account on the right side of the screen
4. In the Add Account pop-out menu, begin by selecting if this will be an Individual Account, or a Business Account 5. Input the required information: First and Last name Busines Name (If it is an Individual Account, this requirement will not display) First Name and Last Name Email 6. Input desired optional information: Custom Account ID Address Details Phone / Fax Website
7. Account information may be used for billing by selecting the check box next to Use Account Information for Billing 8. In the Payment Method section, input the card information in the required fields 9. Elect whether to save a card on file under Do you want to save this card on file for future use? Select Yes to save a card on a file Select No to skip payment method 10. Click Save
8. Once the New Account details have been saved, the new account will display on the Accounts screen list

Edit/Update Account Information

From the Account Details screen, merchants have the ability to add/update account payment methods, view transaction histories, manage subscriptions, and update contact information.

Action	Display

Action	Display
From the Merchant Dashboard, open the drop-down on the upper left and select Virtual Terminal
2. From the pop-out menu on the left, select Accounts
3. Use the Search bar to search for the desired account using the following methods: First Name Last Name Company Name Email Address
4. Select the desired account from the search result by clicking on the account name
5. The Account information display will appear 6. Click the … button on the top right
7. From the drop-down menu, select the needed options for modification: Card on File Add New Payment Method Note: To update a card number, expiration, or CVV, the card must be removed and re-added correctly (cannot be edited) Edit Account Info Change name, email, address, phone number, etc. Remove Account Delete account info from customer list
8. Make the needed changes (example displayed: Name) 9. Select Save to save changes
10. The account information has been updated

Add a New Payment Method

Action	Display

Action	Display
From the Merchant Dashboard, select the drop-down menu on the upper left and select Virtual Terminal
2. From the pop-out menu on the left, select Accounts
3. Use the Search bar to search for the desired account using the following methods: First Name Last Name Company Name Email Address
4. Select the desired account from the search result by clicking on the account name
5. The Account information display will appear 6. Click the … button on the top right
7. Select Card on File
8. From the New Payment Method pop-out screen, input the required card information fields: Card Number Expiration CVV Billing Zip 9. Click the check box to make the card the Default Payment Method (if desired) 10. Input the billing Information into the required fields 11. Select Save

Remove a Payment Method

Action	Display

Action	Display
From the Merchant Dashboard, select the drop-down menu on the upper left and select Virtual Terminal
2. From the pop-out menu on the left, select Accounts
3. Use the Search bar to search for the desired account using the following methods: First Name Last Name Company Name Email Address
4. Select the desired account from the search result by clicking on the account name
5. The Account information display will appear 6. Click the … button on the top right 7. Select Card on File from the drop-down menu
8. From the Cards on File pop-up menu, select the … button on the top right corner 9. Select Remove Card
10. A confirmation prompt will display that reads: Are you sure you want to delete the payment method? Deleting the payment method will cause all related subscriptions to be canceled immediately. 11. To remove the card, click Remove. To cancel, select Cancel
12. The card has been removed from the Cards on File menu list

Remove an Account

Action	Display

Action	Display
From the Merchant Dashboard, select the drop-down menu on the upper left and select Virtual Terminal
2. From the pop-out menu on the left, select Accounts
3. Use the Search bar to search for the desired account using the following methods: First Name Last Name Company Name Email Address
4. Select the desired account from the search result by clicking on the account name
5. The Account information display will appear 6. Click the … button on the top right
7. From the drop-down menu, select Remove Account
8. A confirmation prompt will display that reads: Are you sure you want to remove this account? Removing this account will also remove any payment method on file and cancel all related subscriptions. This action cannot be undone. 9. Select Remove to remove the account or select Cancel
10. The account has been removed and no longer exists in the Accounts list