Overview
Payers is a dedicated space to store your customers' payment data and transaction history. A single Payer profile can manage multiple stored payment methods and various recurring payment schedules.
There are two primary ways to create a Payer: through the Payers section or directly during a transaction on the Enter Payments screen.
Method 1: Create a Payer Manually
Navigate to Payers in the left navigation bar.
Click the Add Payer button.
Complete the profile information (fields highlighted in yellow are required):
First and Last Name: Use the name exactly as it appears on their credit card.
Payer Name: This can be the cardholder’s name or a business name; this is the primary identifier for the record.
Email Address: Essential for sending receipts and providing Payer Portal access.
Address: Note that the Payer’s general address may differ from their card’s billing address. Using the 5-digit zip code will automatically populate the City and State.
Click Save or Save and Add Payment Method.
NOTE: Once saved, additional tabs for Payment Methods, Payment Schedules, Invoices, Associations, and Payment History will become available to complete the profile.
Method 2: Save as Payer During Payment
You can generate a Payer record automatically while processing a customer's first transaction.
Go to Enter Payments.
Complete all required fields to process the transaction.
Check the Save As Payer box located in the Billing Address section.
Click Submit to process the payment.
After Processing:
The View Payer button on the "Payment Approved" screen will take you directly to the new record. The payment method used is automatically saved for future use, and the transaction is logged in their Payment History.