How do I view my Customers?

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:

  1. Click on the Customers button on the left side of the page.

  2. Click the customer's name you'd like to view OR start typing a customer's name on the Search bar.

  3. 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.

  4. 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.

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