{"_id":"59cc3056235d480010a19548","category":{"_id":"59cc3054235d480010a1952c","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:48:59.817Z","from_sync":false,"order":4,"slug":"customer-profiles","title":"Customer Profiles"},"user":"54595f39df560c0800b40fc0","parentDoc":null,"project":"54cc14d03be4370d0082ac5d","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-30T23:51:33.614Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":2,"body":"Attaching a Transaction to an existing Customer is simple.\n\nTo attach a transaction to an existing Customer Profile, first perform a payment transaction with the Customer.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/A1aSBNjTSPiuQSqLcvCs_Txn%20Details%20-%20Chip%20-%20Complete.png\",\n        \"Txn Details - Chip - Complete.png\",\n        \"1156\",\n        \"906\",\n        \"#5ca4a4\",\n        \"\"\n      ],\n      \"caption\": \"Transaction Completed and Approved\"\n    }\n  ]\n}\n[/block]\nOnce the payment transaction has been completed, click the Add to Customer button. You will now be presented with the New Customer Dialog.\n\nEnter the email address of the existing Customer that you want to add the completed Transaction to.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/wfzGnLHNSXSMPa12hg4K_Screen%20Shot%202015-02-12%20at%205.58.06%20PM.png\",\n        \"Screen Shot 2015-02-12 at 5.58.06 PM.png\",\n        \"1156\",\n        \"1410\",\n        \"#5ca2a3\",\n        \"\"\n      ],\n      \"caption\": \"Enter Customer Email to Retrieve Existing Customer\"\n    }\n  ]\n}\n[/block]\nUpon entering the email address of your existing customer, and hitting tab to proceed to the next field, the form will perform a search for the Customer.\n\nIf a Customer with the specified email address exists, the rest of the form will be auto-populated with the Customer's existing information, and the title of the dialog will change to Update Customer.\n\nIf you wish to make updates or corrections to the Customer's information fields, you can change them now.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/UjC0aTqSASd0YfvXKSSx_Screen%20Shot%202015-02-12%20at%205.58.25%20PM.png\",\n        \"Screen Shot 2015-02-12 at 5.58.25 PM.png\",\n        \"1158\",\n        \"1410\",\n        \"#5ba1a1\",\n        \"\"\n      ],\n      \"caption\": \"Existing Customer Retrieved\"\n    }\n  ]\n}\n[/block]\nAfter you have made any desired changes, click the Update button in the lower right of the Update Customer dialog.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/NDO6BBe0RDifOxa67XJj_Screen%20Shot%202015-02-12%20at%205.58.45%20PM.png\",\n        \"Screen Shot 2015-02-12 at 5.58.45 PM.png\",\n        \"2504\",\n        \"1228\",\n        \"#fb746c\",\n        \"\"\n      ],\n      \"caption\": \"New Transaction has been Added to Existing Customer\"\n    }\n  ]\n}\n[/block]\nThe Transaction will now be added to the existing Customer, and any changes to the Customer details that you provided in the form will also be updated for the Customer.","excerpt":"","slug":"adding-transactions-to-a-customer","type":"basic","title":"Attaching Transactions to a Customer"}

Attaching Transactions to a Customer


Attaching a Transaction to an existing Customer is simple. To attach a transaction to an existing Customer Profile, first perform a payment transaction with the Customer. [block:image] { "images": [ { "image": [ "https://files.readme.io/A1aSBNjTSPiuQSqLcvCs_Txn%20Details%20-%20Chip%20-%20Complete.png", "Txn Details - Chip - Complete.png", "1156", "906", "#5ca4a4", "" ], "caption": "Transaction Completed and Approved" } ] } [/block] Once the payment transaction has been completed, click the Add to Customer button. You will now be presented with the New Customer Dialog. Enter the email address of the existing Customer that you want to add the completed Transaction to. [block:image] { "images": [ { "image": [ "https://files.readme.io/wfzGnLHNSXSMPa12hg4K_Screen%20Shot%202015-02-12%20at%205.58.06%20PM.png", "Screen Shot 2015-02-12 at 5.58.06 PM.png", "1156", "1410", "#5ca2a3", "" ], "caption": "Enter Customer Email to Retrieve Existing Customer" } ] } [/block] Upon entering the email address of your existing customer, and hitting tab to proceed to the next field, the form will perform a search for the Customer. If a Customer with the specified email address exists, the rest of the form will be auto-populated with the Customer's existing information, and the title of the dialog will change to Update Customer. If you wish to make updates or corrections to the Customer's information fields, you can change them now. [block:image] { "images": [ { "image": [ "https://files.readme.io/UjC0aTqSASd0YfvXKSSx_Screen%20Shot%202015-02-12%20at%205.58.25%20PM.png", "Screen Shot 2015-02-12 at 5.58.25 PM.png", "1158", "1410", "#5ba1a1", "" ], "caption": "Existing Customer Retrieved" } ] } [/block] After you have made any desired changes, click the Update button in the lower right of the Update Customer dialog. [block:image] { "images": [ { "image": [ "https://files.readme.io/NDO6BBe0RDifOxa67XJj_Screen%20Shot%202015-02-12%20at%205.58.45%20PM.png", "Screen Shot 2015-02-12 at 5.58.45 PM.png", "2504", "1228", "#fb746c", "" ], "caption": "New Transaction has been Added to Existing Customer" } ] } [/block] The Transaction will now be added to the existing Customer, and any changes to the Customer details that you provided in the form will also be updated for the Customer.