Managing Customer Information
Customer profiles store payment methods and shipping addresses for use in transactions and subscriptions.
Payment Methods
Customers can have multiple payment methods stored in their profile. Each payment method includes a card number, expiration date, and billing address.
Default Payment Method
The system automatically selects the default payment method for all transactions, saving time during checkout.
When editing the default payment method, the billing address name is linked to the customer's profile name. Changing the billing address name also updates the customer's name to maintain consistency.
Deletion Restrictions
You cannot delete a payment method if it is the only one for the customer or if it is currently used in an active subscription. Add another payment method first or update the subscription to use a different card.
Add a Payment Method
Follow these steps to add a payment method and store customer card information for future transactions:
Open the details page
Open the customer's details page.
Add a payment method
In the Payment methods section, click Add payment method.
Enter the card number
Enter the card number.
Enter the expiration date
Enter the expiration date in YYYY-MM format.
Enter the billing address
Enter billing address with first and last name.
Choose the shipping address option
Choose the shipping address option:
- Check Shipping address same as billing to use the billing address.
- Leave unchecked to enter a different shipping address.
Save the payment method
Click Save.
Result: The new payment method is added to the customer profile.
Edit a Payment Method
Follow these steps to edit payment method details, including card number, expiration date, or billing address:
Open the details page
Open the customer's details page.
Open the actions menu
In the Payment methods section, click the three-dot menu next to the payment method.
Select Edit
Select Edit.
Update the details
Update the card number, expiration date, or billing address.
Save your changes
Click Save.
Result: The payment method is updated with the new information.
Set a Default Payment Method
Setting a default payment method automatically selects it for all transactions:
Open the details page
Open the customer's details page.
Open the actions menu
In the Payment methods section, click the three-dot menu next to the payment method.
Set as default
Select Set as default.
Result: The payment method is now marked as default and is automatically selected for transactions.
Delete a Payment Method
Follow these steps to delete payment methods that are no longer needed:
Open the details page
Open the customer's details page.
Open the actions menu
In the Payment methods section, click the three-dot menu next to the payment method.
Select Delete
Select Delete.
Confirm the deletion
Confirm the deletion.
Result: The payment method is removed from the customer profile.
Shipping Addresses
Customers can have multiple shipping addresses for different delivery locations. There is no limit to the number of shipping addresses per customer, which allows for customers who ship to home and office, customers with multiple business locations, or customers who frequently send gifts.
Deletion Flexibility
Unlike payment methods, you can delete a shipping address even if it is the only one. You must provide a shipping address when processing transactions that require shipping.
Add a Shipping Address
To add a shipping address to a customer profile:
Open the details page
Open the customer's details page.
Add a shipping address
In the Shipping addresses section, click Add shipping address.
Enter the address
Enter complete address including recipient name, street, city, state/province, postal code, and country.
Save the address
Click Save.
Result: The new shipping address is added to the customer profile.
Set a Default Shipping Address
Setting a default shipping address automatically selects it for all transactions:
Open the details page
Open the customer's details page.
Open the actions menu
In the Shipping addresses section, click the three-dot menu next to the shipping address.
Set as default
Select Set as default.
Result: The shipping address is now marked as default and is automatically selected for transactions.
Edit a Shipping Address
To edit a shipping address on a customer profile:
Open the details page
Open the customer's details page.
Open the actions menu
In the Shipping addresses section, click the three-dot menu next to the shipping address.
Select Edit
Select Edit.
Update the address
Update the address information as needed.
Save your changes
Click Save.
Result: The shipping address is updated with the new information.
Delete a Shipping Address
You can delete shipping addresses that are no longer needed. Unlike payment methods, you can delete a shipping address even if it is the only one:
Open the details page
Open the customer's details page.
Open the actions menu
In the Shipping addresses section, click the three-dot menu next to the shipping address that you want to delete.
Select Delete
Select Delete.
Confirm the deletion
Confirm the deletion when prompted.
Result: The shipping address is removed from the customer profile.
Next steps: Provide a shipping address when processing transactions that require shipping, even if the customer has no saved addresses.
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Last published: September 29, 2026