How do I Save a Customer Profile in the Virtual Terminal?

CardPointe allows you to securely store and manage customer payment information using Customer Profiles. Customer Profiles make it easier to process future payments by securely saving payment methods for reuse.

You can create a Customer Profile in one of the following ways:

Select Store Customer Profile while processing a transaction in the Virtual Terminal.
Select Add New Customer on the Customers page to manually create a profile.

A Customer Profile can store multiple payment methods, including:

Credit and debit cards
eCheck payment methods

You can also designate one payment method as the default payment method for the customer.

When processing a transaction in the Virtual Terminal, enter the customer's name in the search field to locate and load their Customer Profile. Once the profile is selected, enter the transaction amount and any other required transaction details to complete the payment.

Cardholder Permission

Before creating or updating a Customer Profile, you must obtain the cardholder's permission to store and reuse their payment information.

Permission may be obtained either verbally or in writing.

Once permission has been obtained, select the Cardholder Permission checkbox when creating or updating the Customer Profile.