Edit Customer
- John Phelps (Deactivated)
- Danielle Prochaska
This page is designed to allow you to modify existing customer profiles.
If you are not already signed up for this feature, please get in touch with your Merchant Service Provider or PayTrace Support at Support@PayTrace.com.
How to Use This Page
Select or Search for an existing Customer Profile.
Modify fields as needed.
Click the Save button.
A single existing Customer Profile may be deleted by clicking the Delete button.
Detailed Help
Links
View Transactions
Selecting this button will open a new window displaying all transactions related to that customer.
Consent Form
Selecting this button will open a new window with the Consent form details where you can view, print, or email it.
Required Fields
The red * asterisk denotes whether a field is required.
Customer Billing Information
Customer ID
It must be a unique value for each customer. It may contain both alphabetic and numeric characters.
Name
It must consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.
Customer Account Information
Credit Card Number
It must contain a valid credit card number from an issuer that is marked as accepted in your Processor Information section. The complete credit card number must be entered without spaces or dashes.
Expiration Date
Select the month and year of the expiration date displayed on your customer's credit card.
Optional Fields
Customer Billing Information
Address
It must consist of 1 to 100 alpha-numeric characters. This address is your customer's billing address and is used to protect you by preventing fraudulent or unauthorized use of your customer's card.
Address Continued
It may consist of 1 to 100 alpha-numeric characters.
City
It may consist of 1 to 20 alphabetic characters.
State
Select the state of your customer's billing address.
Zip
It must consist of 1 to 9 numeric digits. This ZIP is your customer's billing zip and is used to protect you by preventing fraudulent or unauthorized use of your customer's card.
Country
Select the country for the customer's billing address.
Email Address
It may contain a valid email address of 7 to 250 alpha-numeric characters. Receipts are sent to this email address if you choose to have the receipt emailed.
Password
It must contain at least 7 characters, including at least one letter and number.
Phone Number
The customer's domestic or international phone number.
Fax Number
The customer's domestic or international fax number.
Customer Shipping Information
Attention
It may consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.
Shipping Address
It may consist of 1 to 100 alpha-numeric characters.
Shipping Address Continued
It may consist of 1 to 100 alpha-numeric characters.
Shipping City
It may consist of 1 to 20 alphabetic characters.
Shipping State
Select the state of your customer's shipping address.
Shipping ZIP
It must consist of 1 to 9 numeric digits.
Customer Account Information
Routing Number
The Routing Number for the Checking Account.
Checking Account
The Checking Account is associated with the Routing Number.
Customer Tax ID
The Customer's Tax ID, as needed.
Notes / Comments
Any additional notes or comments.
Need more help?
Our support team will be happy to assist you.
If you are unsure where to go, try the search bar on the top right of any page.
If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.
If you have questions - please contact support@paytrace.com