Creating a Customer Profile

Payfirma’s Customer Vault stores valuable information about your customers, 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, go to “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 can store a credit card for future transactions. 



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