Ecommerce Portal - Customer Management



Step 1

To create a customer profile, click "Create New" and input the customer's details.

Add Customer

The 'Customer Ref' is used to identify the customers profile and must be unique. All fields marked with an asterisk are mandatory.

Step 2

Click on 'Create Customer' to save the customer profile.

Add Customer

Once the customer profile has been created, you can add the customer's card details for the taking future payments.

Step 1

To add a card, click on the 'Add Payment Method' Button.

Add Payment Method

Step 2

Once you have added the card details click 'Save Payment Method' to update the customer's profile. The card details are now securely stored allowing you to process a payment against the customer by clicking 'Take Payment'.

Save Payment Method

Alternatively you can schedule a payment for a future date.

Step 1

To setup a scheduled payment click on 'More' and choose 'New Schedule' from the dropdown menu.

New Schedule

Step 2

Set up the schedule to run at the required date and frequency. All fields marked with an asterisk are mandatory. Click 'Save' to save the schedule.

New Schedule

The customer profile will be updated with the schedule.



Call-in Support

Customer Support

Help with card terminals, stationery,
Ecommerce Portal, chargebacks, security metrics, pricing, invoicing.

Phone    +44 (0) 345 702 3344 *
9am - 6pm, Mon - Fri exc. public holidays.

Ecommerce Support

For help with payment gateway
call us on:

UK    +44 (0) 203 026 9659
Ireland    +353 (0)1 702 2000

Regular support lines: 8:30am - 6pm, Mon - Fri.
Call us 24/7 for emergency support.