Customer Management in Tricera Secure

  1. Overview
  2. Tricera Secure
  3. Customer Management in Tricera Secure

Overview

The Customers tab is where all your customer information, including payment methods, is securely stored. Creating and storing customer profiles allows you to easily select existing customers when processing transactions, creating invoices, etc., so that all relevant details are pre- filled.

Storing Customer Information

  • The Customers tab on the left panel is where your customers and their information, including payment methods, are securely stored.
  • For each stored customer, there are 5 tabs: Info, Wallet, History, Invoicing, and Recurring.
  • Info stores general contact, shipping, and billing information.
  • Wallet securely stores the customer’s payment methods. 
    o    Once a credit card or ACH is entered/saved, only the last four digits are visible. 
    o    To mark a payment method as the default, click the heart icon on the specific card.
  • History records the transaction history of this customer.
  • Invoicing tracks all invoices sent to this customer.
  • Recurring records all recurring schedules associated with this customer.

Creating a New Customer

When Processing a Transaction

Enter the customer’s name, the name on the card, and the card details.

  1. Check the Create a new customer checkbox at the bottom of the page. This option will be grayed out and unable to be selected until a customer name is entered.
  2. Click Process Transaction.
  3. The transaction will be processed and the customer profile will be automatically saved in the Customer Vault.

Without Processing a Transaction

  1. Navigate to the Customers tab in the left panel.
  2. Click on the Create New button in the upper right corner.
  3. Enter the customer details.
  4. Click Save.

  5. Next, locate the customer you just created.
  6. Click on the Wallet tab.
  7. Click on the Add button on the far-right side of the page.
  8. Fill in the credit card or check details.
  9. Click Add Payment Method.

Tip: Once a customer is saved, their details will automatically populate all customer and transaction fields as soon as you being typing the customer name!

Creating a Customer Post-Transaction

If a transaction was processed without saving the customer profile (e.g., the Create a new customer checkbox was not checked, or the transaction was processed outside of the virtual terminal), you can create a customer profile from the transaction.

  1. Locate the transaction processed for this customer in the Reports tab on the left panel.
  2. Click on any transaction to open the transaction details.
  3. Select the Create Customer button.
  4. Link to Customer allows you to associate the information with an existing customer.

Customer Upload

Customer Upload allows you to upload a CSV file to Tricera Secure with multiple customer profiles, rather than manually creating each one separately.

  1. To upload a customer file, navigate to the Customers tab on the left panel, and click on the Customer Upload button in the top right corner of the page. For tips simply click Tips for a successful upload or better yet, download the Customer Template and paste your values into that file.
  2. A pop-up will give you the option to Download the customer template with the required header: Identifier / Company.
  3. Fields can be left blank unless otherwise specified in the requirements.
    



 

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