registering a customer for on-site payments

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The Complete Payment Processing Solution!

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The Complete Payment Processing Solution!

HOW TO REGISTER A CUSTOMERFOR ON-SITE PAYMENTS

REGISTERING A CUSTOMER ON-SITE

Step 1Select client list from your main ‘home’ page

REGISTERING A CUSTOMER ON-SITE

Step 2Click ‘onsite payments’ to get started creating a customer record

REGISTERING A CUSTOMER ON-SITE

Step 3Enter a valid 10-digit phone number relating to the customer.

If you would like the customer to be able to access the account at home, please enter a valid e-mail address so that we can send out an e-mail to help them set-up their own access

Once the fields have been completed, please select continue

REGISTERING A CUSTOMER ON-SITE

Step 4Please complete all of the requested fields relating to the customer.

If you entered an e-mail to allow the customer access, please make sure that yes is selected. If no e-mail was entered, this field will not appear

Please select continue once all fields have been completed

REGISTERING A CUSTOMER ON-SITE

Step 5aOnce you have selected continue, the created customer record will be displayed.

REGISTERING A CUSTOMER ON-SITE

Step 5bIf you scroll through the created record you will have the ability to change a number of things. 1) Opt the customer

out of traditional mailings

2) Set up recurring payments

3) Add the customers account number using the customer ID function. (This is recommended)

4) Deactivate customer

REGISTERING A CUSTOMER ON-SITE

Step 6Once the customer record has been created and set-up, they will display in your customer list