Online payments

Overview

The Customer Catalog feature allows merchants to add and edit customer information, making it easily reusable while creating Pay By Links. This saves a lot of time and effort while creating the payment link.

Availability

To check which roles can add / edit / remove a customer or see the customer catalog list check our Users and merchants roles documentation.

Add new customer

To be able to reuse the customer information while creating a Pay by Link, follow the below steps to create the customer and store it in Verifone Central.

1. Go to Commerce > Payment tools > Customer Catalog.
   
2. Click on Add new customer.
   

3. Fill in the mandatory fields in the General Information page, to proceed in creating the customer and click on Continue.

   • First Name: enter the customer’s first name.
   • Last Name: enter the customer’s last name.
   • Organization: select the organization where the customer will be created.
   • Email: enter the customer’s email address.

   

4. Complete the Billing/Shipping Address page and select Continue.

    

   If the shipping address is the same as the billing address, you can leave the toggle button Same as Billing Address enabled.

   

5. Review the details entered and click on Save & Close.
   
6. The newly created customer will be displayed in the customer catalog list, when searching for it and after applying the relevant filters.
   

Edit an existing customer

You can edit the details for an already added customer, by following the below steps.

From the Customer Catalog list, select the customer for which the details need to be updated. Once the information is updated click on Save & Close. You can search for the customers using the email address or phone number.

You can switch between the Details and Billing/Shipping tabs, to update the required information.

Add customer details in Pay by Link

In the Create payment link page, when creating the payment link, select the Add customer address details to expand the customer details fields.

Search for the customer, by email or phone number and the details will prepopulate in their respective fields.