API Overview

Introduction & Getting Started
- Customers
- Accessing Customers
- Key Benefits

Working with Customers
- About the Customer List
- Searching for Customers
- Sorting the Customer List
- Adjusting Pagination
- Adding a New Customer
- About the Customer Details Page
- Opening Customer Details
- About Quick Actions
- Deleting a Customer Profile from the List

Managing Customer Information
- Editing Customer Details
- About Payment Methods
  - Adding a Payment Method
  - Editing a Payment Method
  - Setting a Default Payment Method
  - Deleting a Payment Method
- About Shipping Addresses
  - Adding a Shipping Address
  - Setting a Default Shipping Address
  - Editing Shipping Addresses
  - Deleting a Shipping Address
- Best Practices for Data Management

Customer Actions & Workflows
- Taking a Payment
- Creating a Subscription
- Deleting a Customer Profile
- Common Workflows

On This Page

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:

From the customer list or details page, click

Take a payment

.

ADDITIONAL INFORMATION

A payment form opens with customer information pre-filled.

Enter the payment amount.

Verify the payment method and shipping address if needed.

Complete the transaction.

RESULT

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

Back to top