Customers

The Customers feature enables you to store customer information securely, process transactions quickly, and manage recurring billing efficiently.

Key Capabilities

The Customers feature provides these capabilities:

• Customer Profiles: store names, email addresses, phone numbers, and reference IDs.
• Payment Methods: save multiple payment cards with billing addresses; designate defaults.
• Shipping Addresses: maintain multiple delivery locations per customer.
• Quick Transactions: process payments or create subscriptions directly from profiles.

Key Benefits

The benefits to using the Customers feature include:

• Faster Checkout: store payment information for quick, repeat transactions.
• Multiple Payment Options: save multiple cards per customer with default selection.
• Flexible Shipping: store multiple addresses for different delivery locations.
• Easy Subscriptions: create recurring billing directly from customer profiles.
• Centralized Management: view all customer details in one place.

Security and Data Protection

All payment information is encrypted and complies with the Payment Card Industry Data Security Standard (PCI DSS). Card numbers are tokenized with only the last four digits visible. Always follow your organization's data security policies when handling customer information.

How to Use This Guide

Use these links to find the information you need:

• New to Customers? Start with Get started to access the Customers section and add your first customer.
• Need to find, view, or update customer profiles? See Manage Customers.
• Need to store or update cards, or manage delivery locations? See Managing Customer Information.
• Customer Actions and Workflows covers taking payments, creating subscriptions, and common customer workflows.