The "Customers" feature in PayJunction's Virtual Terminal is a digital version of your address book - it allows you to keep track of all your customer information in one location. For each customer, you can store a name, company, phone numbers, email, mailing address, preferred credit card and more. All of these details are easy accessible, making customer history searches and repeat billing easy.
Step-By-Step Instructions
To view a list of all your customers, follow the instructions below:
- Click on the Customers button on the left side of the page.
- Click the customer's name you'd like to view OR start typing a customer's name on the Search bar.
- When you click on a customer's name the customer's details page will be displayed on the right where you can view or edit all the associated customer information.
- You may update billing and credit card information, edit customer information, as well as recharge or refund a card on file, view the customer's transaction history and set up recurring payment schedules.