Introduction \& Getting Started {#vas-smb-cust-intro} ===================================================== 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 {#vas-smb-cust-what-is-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 {#vas-smb-cust-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 {#vas-smb-cust-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 {#vas-smb-cust-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 {#vas-smb-cust-customer-list-about} =========================================================== 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 {#vas-smb-cust-searching-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 {#vas-smb-cust-sorting-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 {#vas-smb-cust-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 {#vas-smb-cust-adding-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 {#vas-smb-cust-details-page-about} ================================================================== 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 {#vas-smb-cust-opening-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 {#vas-smb-cust-quick-actions-about} ======================================================= 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 {#vas-smb-cust-deleting-from-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 {#vas-smb-cust-managing-info} =========================================================== 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 {#vas-smb-cust-editing-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 {#vas-smb-cust-payment-methods-about} =========================================================== 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 {#vas-smb-cust-adding-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 {#vas-smb-cust-editing-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 {#vas-smb-cust-setting-default-payment} ======================================================================== 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 {#vas-smb-cust-deleting-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 {#vas-smb-cust-shipping-addresses-about} ================================================================= 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 {#vas-smb-cust-adding-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 {#vas-smb-cust-setting-default-shipping} =========================================================================== 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 {#vas-smb-cust-editing-shipping-address} =================================================================== 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 {#vas-smb-cust-deleting-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 {#vas-smb-cust-best-practices} ================================================================= 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 {#vas-smb-cust-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 {#vas-smb-cust-taking-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 {#vas-smb-cust-creating-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 {#vas-smb-cust-deleting-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 {#vas-smb-cust-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.