Creating A Customer Profile

The Payfirma Customer Vault can store valuable information about your customer, such as contact and purchase information.  Customer Vault can also be used to store credit cards for both Recurring Billing and faster Web Terminal transactions.

To add a new customer profile:

  1. From the navigation panel, click on 'Customer Vault'.

  1. Click 'Add Customer'

  1. Enter the customer's contact details. Only their email address is required to save a new customer profile, however, if you are saving credit card information, you will need to include both a first and last name.

  1. Click 'Save' to save the customer's details. 

Once you've saved a customer's profile, you may want to store a credit card to use for future transactions. 

 

 

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