Help Centre
- Ecommerce Portal
-
- Ecom Guide Customer Management
Ecommerce Portal - Customer Management
Step 1
To create a customer profile, click "Create New" and input the customer's details.
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.
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.
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'.
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.
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.
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.
Social
Global Payments is HSBC's preferred supplier for card processing in the UK.
Global Payments is a trading name of GPUK LLP. GPUK LLP is authorised by the Financial Conduct Authority under the Payment Services Regulations 2017 (504290) for the provision of payment services and under the Consumer Credit Act (714439) for the undertaking of terminal rental agreements. GPUK LLP is a limited liability partnership registered in England number OC337146. Registered Office: Granite House, Granite Way, Syston, Leicester, LE7 1PL. The members are Global Payments U.K. Limited and Global Payments U.K. 2 Limited. Service of any documents relating to the business will be effective if served at the Registered Office.
Global Payments is also a trading name of Pay and Shop Limited. Pay and Shop Limited is a limited company registered in Ireland number 324929. Registered Office: The Observatory, 7-11 Sir John Rogerson's Quay, Dublin 2, Ireland. Service of any documents relating to the business will be effective if served at the Registered Office.
© 2021 GPUK LLP. All rights reserved. Privacy Statement | Terms of Use | Ethics Reporting Hotline | Gender Pay Report | Anti Slavery Statement