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Introduction & Getting Started

Overview of the Customers feature in Visa Acceptance Solution for SMB.
This guide is designed for small and medium-sized businesses. It streamlines information for business owners, sales staff, customer service representatives, and account managers.

Customers

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

Key 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.

Security & Data Protection

All payment information is encrypted and PCI DSS compliant. Card numbers are tokenized with only the last 4 digits visible. Always follow your organization's data security policies when handling customer information.

Accessing Customers

How to navigate to the Customers section in Visa Acceptance Solution for SMB.
To access the Customers section:
  1. Log in to your account.
  2. Click
    Customers
     in the left navigation menu.

RESULT

The Customers landing page displays with search, sorting, and customer list features.
If you have not added any customers yet, you'll see a helpful empty state with a call to action to add your first customer.

Key Benefits

Overview of the benefits provided by the Customers feature.
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.

Working with Customers

Learn how to navigate, search, and manage customer profiles in the Customers section.
The customer list provides a comprehensive view of all customer profiles with powerful search, sort, and filter capabilities to help you manage your customer base efficiently.

About the Customer List

The customer list displays all customer profiles in a table format with search, sort, and filter capabilities.

Customer List Columns

The customer list displays these fields:
Customer
Full name (first and last name)
Customer ID
Unique system-generated identifier
Contact details
Email address and phone number
Last modified on
Date of last profile update
Actions
Three-dot menu for quick actions (View details, Create subscription, Take one-time payment, Delete customer profile)

List Features

The customer list provides these features to help you manage and find customers:
Search
Find customers by name, email, Customer ID, or phone number.
Sort
Organize the list by any column in ascending or descending order.
Pagination
Control the number of items displayed per page and navigate between pages.
By default, the list is sorted by "Last modified on" with most recent first.

Searching for Customers

How to search for specific customers in the customer list.
To search for specific customers:
  1. In the search field at the top of the customer list, enter search terms.

    ADDITIONAL INFORMATION

    You can search by name, email, Customer ID, or phone number.
  2. .View results that filter in real-time as you type

Sorting the Customer List

How to sort the customer list by different criteria.
You can sort the customer list to organize customers by different criteria.
To sort the customer list:
  1. Click any column header to sort by that field.
  2. Click the same column header again to reverse the sort order.

Adjusting Pagination

How to adjust the number of items displayed per page and navigate between pages.
To control how many customers are displayed per page and navigate between pages:
  1. Use the controls at the bottom of the list to adjust items per page.
    • 10 items per page
    • 25 items per page
    • 50 items per page
    • 100 items per page
  2. Navigate between pages using the page controls.

Adding a New Customer

How to create a customer profile with payment and shipping information.
Have all customer information ready before starting the form, including payment card details and complete billing address, to ensure a smooth process.
To create a customer profile:
  1. Click
    Add customer
    .
  2. Enter the required fields.

    ADDITIONAL INFORMATION

    First name
    Customer's first name
    Last name
    Customer's last name
    Customer email
    Valid email address for receipts and notifications
    Card number
    Payment card number
    Expires
    Card expiration date (YYYY-MM format, e.g., 2027-12)
    Billing address
    Complete address associated with the payment card
  3. Enter additional information if desired.

    ADDITIONAL INFORMATION

    Company name
    Customer's company name (at the top "add customer" section)
    Customer reference ID
    Your own reference number for internal tracking (in additional details)
    Phone number
    Customer's phone number with country code (in additional details)
  4. Choose the shipping address option.
    • Check "Shipping address same as billing" to use the billing address.
    • Leave unchecked and enter a separate shipping address.
  5. Review entered information for accuracy.
  6. Click
    Save customer
    .

RESULT

A confirmation notification appears with a
View details
 link to access the new profile.
A unique Customer ID is automatically generated. The payment method and shipping address are\ saved and marked as default.
You can use the customer to take payments or create subscriptions immediately.

About the Customer Details Page

The customer details page displays a customer's full profile information.

Details Page Sections

The customer details page is organized into these sections:
Header
Displays customer name, email, and action buttons (Take a payment, Create subscription, More actions).
Details Section
Shows Customer ID, Customer reference ID, phone number, and billing address with an Edit button.
Payment Methods
Lists all saved cards with card brand, last 4 digits, expiration date, and Default badge. Includes options to add, edit, set as default, or delete payment methods.
Shipping Addresses
Displays all shipping addresses with recipient name and complete address. Includes options to add, edit, set as default, or delete addresses.

Understanding Defaults

The default payment method and shipping address are automatically selected when you take a payment, create a subscription, or process any transaction. This saves time by pre-selecting the most commonly used options.

Empty States

If a customer has no payment methods or shipping addresses, helpful empty states appear with buttons to add the first item.

Opening Customer Details

How to open a customer's full profile page.
To open a customer's full profile from the customer list:
  1. In the customer list, use one of these methods:
    • Click the customer's name in the list.
    • Click the three-dot menu (⋯) next to the customer and select
      View details
      .

RESULT

The customer details page opens, displaying the customer's full profile including contact information, payment methods, and shipping addresses.

About Quick Actions

Available quick actions for each customer from the customer list.

Actions Menu

Each customer row has a three-dot menu providing quick access to:
View details
Open the customer's full profile with customer details, payment methods and shipping addresses.
Take a payment
Process a payment for this customer.
Create subscription
Set up recurring billing.
Delete customer profile
Remove the customer with confirmation pop up message.

Deleting a Customer Profile from the List

How to delete a customer profile using the quick actions menu.
To delete a customer profile directly from the customer list:
  1. In the customer list, click the three-dot menu next to the customer you want to delete.
  2. Select
    Delete customer profile
    .
  3. Review the confirmation message: "Delete customer profile. Are you sure you want to delete this customer profile? This action cannot be undone."
  4. Click
    Delete customer profile
     to confirm.

RESULT

The customer profile is permanently deleted from the system.

Managing Customer Information

How to update and maintain customer details, payment methods, and shipping addresses.
Keep customer information current by editing details, managing payment methods, and maintaining shipping addresses. This ensures accurate billing and delivery for all transactions.

Editing Customer Details

How to update customer contact information in their profile.
To update customer contact information:
  1. Click the
    Edit
     button in the Details section of the customer's profile page.
  2. Update the editable fields as needed.

    ADDITIONAL INFORMATION

    You cannot edit the Customer ID or Customer Refernce ID.
  3. Click
    Save
    .

RESULT

The customer name and contact details are linked to their default payment method. When you change the customer's name, the billing address name on the default payment method is automatically updated to maintain consistency.

About Payment Methods

Understanding payment methods in customer profiles.
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 default payment method is automatically selected 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.

Adding a Payment Method

How to add a payment method to a customer profile.
To add payment methods to store customer card information for future transactions:
  1. Open the customer's details page.
  2. In the Payment methods section, click
    Add payment method
    .
  3. Enter the card number.
  4. Enter theexpiration date in YYYY-MM format.
  5. Enter billing address with first and last name.
  6. Choose shipping address option.
    • Check "Shipping address same as billing" to use billing address
    • Leave unchecked to enter a different shipping address
  7. Click
    Save
    .

RESULT

The new payment method is added to the customer profile.

Editing a Payment Method

How to edit an existing payment method.
To edit payment method details including card number, expiration date, or billing address:
  1. Open the customer's details page.
  2. In the Payment methods section, click the three-dot menu next to the payment method.
  3. Select
    Edit
    .
  4. Update the card number, expiration date, or billing address.
  5. Click
    Save
    .

RESULT

The payment method is updated with the new information.

Setting a Default Payment Method

How to set a default payment method for a customer.
Setting a default payment method automatically selects it for all transactions.
To set a default payment method:
  1. Open the customer's details page.
  2. In the Payment methods section, click the three-dot menu next to the payment method.
  3. Select
    Set as default
    .

RESULT

The payment method is now marked as default and will be automatically selected for transactions.

Deleting a Payment Method

How to delete a payment method from a customer profile.
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.
To delete payment methods that are no longer needed:
  1. Open the customer's details page.
  2. In the Payment methods section, click the three-dot menu next to the payment method.
  3. Select
    Delete
    .
  4. Confirm the deletion.

RESULT

The payment method is removed from the customer profile.

About Shipping Addresses

Understanding shipping addresses in customer profiles.
Customers can have multiple shipping addresses for different delivery locations.

Multiple Addresses

There is no limit to the number of shipping addresses per customer. Adding multple addresses allow for customers who ship to home and office, businesses with multiple 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.

Adding a Shipping Address

How to add a shipping address to a customer profile.
To add shipping addresses:
  1. Open the customer's details page.
  2. In the Shipping addresses section, click
    Add shipping address
    .
  3. Enter complete address including recipient name, street, city, state/province, postal code, and country.
  4. Click
    Save
    .

RESULT

The new shipping address is added to the customer profile.

Setting a Default Shipping Address

How to set a default shipping address for a customer.
Setting a default shipping address automatically selects it for all transactions.
To set a default shipping address:
  1. Open the customer's details page.
  2. In the Shipping addresses section, click the three-dot menu next to the shipping address.
  3. Select
    Set as default
    .

RESULT

The shipping address is now marked as default and will be automatically selected for transactions.

Editing Shipping Addresses

How to edit or delete a shipping address.
To edit shipping address details:
  1. Open the customer's details page.
  2. In the Shipping addresses section, click the three-dot menu next to the shipping address.
  3. Select
    Edit
    .
  4. Update the address information as needed.
  5. Click
    Save
    .

Deleting a Shipping Address

How to delete a shipping address from a customer profile.
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.
To delete a shipping address:
  1. Open the customer's details page.
  2. In the Shipping addresses section, click the three-dot menu next to the shipping address that you want to delete.
  3. Select
    Delete
    .
  4. Confirm the deletion when prompted.

RESULT

The shipping address is removed from the customer profile.

AFTER COMPLETING THE TASK

Provide a shipping address when processing transactions that require shipping, even if the customer has no saved addresses.

Best Practices for Data Management

Recommended practices for maintaining accurate and up-to-date customer information.
Follow these best practices to ensure your customer data remains accurate and up-to-date:
Update expiring cards
Proactively update cards before expiration to prevent failed transactions.
Verify billing addresses
Ensure addresses match card statements to reduce payment declines.
Set appropriate defaults
Make the most frequently used card and address the default.
Remove unused items
Delete old cards and addresses to keep profiles clean.
Double-check emails
Verify email accuracy so customers receive receipts and notifications.

Customer Actions & Workflows

Common actions and workflows for processing payments, managing subscriptions, and maintaining customer profiles.
This section covers the key actions you can perform with customer profiles, including taking payments, creating subscriptions, deleting profiles, and common workflow scenarios.

Taking a Payment

How to process a one-time payment for a customer using their stored information.
To process a one-time payment for a customer:
  1. From the customer list or details page, click
    Take a payment
    .

    ADDITIONAL INFORMATION

    A payment form opens with customer information pre-filled.
  2. Enter the payment amount.
  3. Verify the payment method and shipping address if needed.
  4. Complete the transaction.

RESULT

The system uses the customer's default payment method and shipping address automatically, making checkout faster and reducing errors.

Creating a Subscription

How to set up recurring billing for a customer using their stored information.
To set up recurring billing for a customer:
  1. From the customer list or details page, click
    Create subscription
    .

    ADDITIONAL INFORMATION

    A subscription form opens with customer information pre-filled.
  2. Configure subscription details.
    1. Select a billing plan or create a custom schedule.
    2. Set billing frequency--monthly, quarterly, or annually.)
    3. Specify subscription amount.
    4. Set start date and end date if applicable.
  3. Review and create the subscription.

RESULT

Ensure the customer has a valid payment method with a future expiration date before creating subscriptions to avoid payment failures.

Deleting a Customer Profile

How to remove a customer profile from the system.
You cannot delete a customer if they have:
  • Active subscriptions
  • Pending transactions
  • Recent transaction history requiring retention
Cancel all subscriptions first, wait for pending transactions to complete, or wait until the retention period expires before attempting deletion again.
To remove a customer from your system:
  1. Click the three-dot menu for the customer.
  2. Select
    Delete customer profile
    .
  3. Review the confirmation dialog showing customer name and email address.
  4. Click
    Delete customer profile
     to confirm.

RESULT

After successful deletion, you'll see a confirmation message.
This action cannot be undone. All customer information, payment methods, and shipping addresses will be permanently removed. Historical transaction data can be retained for reporting and compliance purposes.

Common Workflows

Frequently used workflows for efficient customer management.

Repeat Customer Checkout

  1. Search for customer in the list.
  2. Click
    Take a payment
     from the Actions menu.
  3. Enter amount and process transaction.

Updating Expired Card

  1. Open customer details page.
  2. Find the expired card in Payment methods.
  3. Click three-dot menu and select
    Edit
    .
  4. Update card number and expiration date.
  5. Save changes.

Adding a New Shipping Location

  1. Open customer details page.
  2. In Shipping addresses section, click
    Add shipping address
    .
  3. Enter complete address.
  4. Save the new address.
  5. Can set as default if it's the primary location.