Transaction Express User Guide - Merchant Service Group

Add /
Update
Customer
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Fields highlighted in blue are required to add a Customer.
[Transaction Express User Guide]
• Customer ID – This is a system assigned value when a Customer is created
• Customer Status – Required and defaults to Active. This indicates if a Customer
is Active or Inactive. A Customer cannot be deleted, but can be switched to
Inactive if no longer needed.
• Company Name – This is the name of your Customer
• Full Name – Required – This is the full name of your Customer
• Address Line 1 – This is the street address of your Customer
• Address Line 2 – This is the continued street address of your Customer
• City – This is the city of your Customer
• State – This is the state of your Customer
• Zip/Postal Code – This is the zip code of your Customer
• Phone – This is the contact phone number for your Customer
• Email – This is the email address of your Customer.
Once the required fields (and any others) are filled out press the Add Customer button.
When you press Add Customer, you will be displayed a pop-up which will display the
Customer ID assigned to your new Customer.
This pop-up will also prompt if you would like to add a Wallet to this Customer. The
Wallet is where the payment information for your Customer will be saved.
If Yes, you will be routed to the Add Wallet / Update Wallet screen (as shown in Part 2).