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The Customers feature in PowerBoard allows merchant to create customers. Every Customer in your account has a unique Customer ID, which automatically allows you to Charge them in the future. Customer’s Payment details are stored securely within the PCI-compliant Vault.

Add New Customers

To add a new Customer:

1. Go to Customers > Add new.
2. Fill in your Customer’s Personal Information and Billing Address.
3. Choose a Payment Service from the dropdown menu and add the Credit Card or Vault Token of your Customer.
4. Click on Add Customer.

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Update Customers

To update a Customer's details:

1. Go to Customers > View All > Actions > View Details for the specified Customer. You can use the filter option or browse the list.
2. Update the Customer Information.
3. Click Update Customer Details.

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Remove Customers

To remove a Customer:

1. Go to Customers > View All > Actions > Remove for the specified Customer. You can use the filter option or browse the list.
2. Confirm with Remove.

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Note

1. Customers cannot be deleted if they have an active Subscription. Please end their Subscriptions first.
2. It’s important to flag that once a Customer, and their data, have been deleted, you cannot restore the account.

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Add Charges from Customers

To Charge a Customer directly from the Customer's record:

1. Go to Customers > View All > Actions > Add Charge for the specified Customer. You can use the filter option or browse the list.
2. Complete the Amount, Currency and other optional details.
3. Select Add Charge.

OR

1. Go to Customers > View All > Actions > View Details for the specified Customer. You can use the filter option or browse the list.
2. Scroll down and click on Create Charge.
3. Complete the Amount, Currency and other optional details.
4. Select Add Charge.

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Add Subscriptions from Customers

To add a Subscription for a Customer directly from their Customer record:

1. Go to Customers > View All > Actions > Add Subscription for the specified Customer. You can use the filter option or browse the list.
2. Complete the Amount, Currency and other details.
3. Choose the Interval, Frequency, Start and End Date, and Retry.
4. Select Add Subscription.

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Note

The Frequency and Retry interval control how frequently to reattempt the Charge in case of failure. The Number of Retries controls the maximum number of attempts to capture this Charge.

OR

1. Go to Customers > View All > Actions > View Details for the specified Customer. You can use the filter option or browse the list.
2. Scroll down and click on Create Subscription.
3. Complete the Amount, Currency and other details.
4. Choose the Interval, Frequency, Start and End Date, and Retry.
5. Select Add Subscription.

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Customer Payment Source

Payment Sources are the tools by which a Customer is charged in PowerBoard. Merchants can attach one or several Payment Sources to each Customer. Payment sources allow you to combine a customer with a tokenised attribute like a vaulted credit card or bank account, including:

• Credit Cards
• PayPal Accounts
• Buy-Now-Pay-Later Wallet IDs
• Any other payment mechanism

Assigning a default payment source to a Customer ensures their preferred payment method is used without updating the Subscription. You can also create cascading workflows for charging your customer without updating both the customer and the payment method. This intelligently reduces effort and enables more agility across the payment solution.

Add Payment Source from Customers

To connect a Payment Source to a Customer directly from the Customer's record:

1. Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
2. Click Create Payment Sources.
3. Select between Credit Card, Bank Account or Vault Token, choose the Target Payment Gateway and fill in the relevant details for the new Payment Source.
4. Click Create Payment Source.

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Note

The newly added Payment Source will become the default for the Customer.

Edit Payment Source from Customers

To select the default Payment Source directly from the Customer's record:

1. Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
2. Click on Make Default.

Update Payment Source expiry date from Customers

To update the expiry date of a Payment Source directly from the Customer's record:

1. Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
2. Scroll down to Payment Sources > Actions > Edit for the specified Source.
3. Insert new Expiration month, year and CVV.
4. Click on Update Expiry.

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Note

An error while updating a credit or debit card’s expiry date is most likely related to the security settings of the Gateway or the Acquirer. As a PCI-DSS compliant Service provider, we cannot store the CVV numbers. In many cases, a card's CVV must be submitted along with the new card expiry date to update it. We recommend creating a new Customer record in this instance.

Remove Payment Source from Customers

To remove a Payment Source directly from the Customer's record:

1. Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.
2. Scroll to the Payment Sources > Actions > Remove for the specified Source.
3. Confirm with Remove.

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Note

1. Each Customer has an assigned default payment source. You cannot delete any payment sources if the Customer only has one available.
2. It’s important to flag that once a Payment Source has been deleted, you cannot recover it.

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FAQs