Process
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Saves the new customer in the system. |
Cancel
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Closes the form without saving any changes. |
Person |
Includes various information of a customer, entered into the system as a human being.
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Customer Code
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Identification code of the customer. Secondary identifier, which can be used to cross-reference records between UniPay and integrated systems. See Reference field type for additional information. References: Customer.Reference Code |
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Title
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Title of the customer. References: Customer.Title |
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First Name
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First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person. References: Customer.First Name |
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Middle Name
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Middle Name of the customer. References: Customer.Middle Name |
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Last Name
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Last name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the last name of the company's contact person. References: Customer.Last Name |
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Suffix
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Suffix of the customer. References: Customer.Suffix |
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Birth Date
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Birth date of the customer. References: Customer.Birth Date |
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Gender
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Gender of the customer. |
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Male
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Indicates whether customer is a male. |
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Female
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Indicates whether customer is a female. |
Driver's License
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Number of the customer's driver license. References: Customer.Driver License Number |
Driver's License State
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State where driver license was issued. References: Customer.Driver License State |
Organization |
Includes various information of a customer, entered into the system as an organization.
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Merchant Account
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Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Customer Account.Merchant Account Code |
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Customer Code
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Identification code of the customer. Secondary identifier, which can be used to cross-reference records between UniPay and integrated systems. See Reference field type for additional information. References: Customer.Reference Code |
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Name
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Name of the customer. |
Payment |
Includes information about customer's payment settings.
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Payment Type
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Allows to choose the payment type. |
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Single Payment
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Indicates whether the type is set as an one-time payment. |
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Reccuring Payment
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Indicates whether the type is set as a recurring payment. |
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Mixed Payment
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Indicates whether the type is set as a mixed payment including one-time and recurring options. |
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No Payment
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Indicates whether the type is set as a no payment. |
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Save Payment Option
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Indicates whether the chosen payment option will be saved for future processing. |
Contact Info |
Includes contact information of the customer.
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Street
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Street address of the customer. |
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City
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City address of the customer. |
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State
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Country and state address of the customer. |
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ZIP Code
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ZIP code of the customer. |
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Home Phone
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Reference to the entity that represents number of the customer's home phone. References: Customer.Default Home Phone FK |
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Work Phone
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Reference to the entity that represents number of the customer's work phone. References: Customer.Default Work Phone FK |
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Mobile Phone
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Reference to the entity that represents number of the customer's cell phone. References: Customer.Default Cell Phone FK |
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E-mail
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Reference to the entity that represents customer's email address. References: Customer.Default Email FK |
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Marketing Email Allowed
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Indicates whether customer can be contacted with marketing offers over the email. |
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Billing Email Allowed
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Indicates whether customer can be contacted with billing notifications over the email. |
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Marketing Call Allowed
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Indicates whether customer can be contacted with marketing offers on the phone. |
Notes |
Includes any notes related to the customer.
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Shipping Adress |
Includes shipping address of the customer.
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Same As Contact
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Allows to fill out address fields automatically using data from the contact information. |
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Street
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Street of the shipping address associated with the customer. |
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City
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City of the shipping address associated with the customer. |
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Country
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Country of the shipping address associated with the customer. |
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State
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State of the shipping address associated with the customer. |
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ZIP Code
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ZIP code of the shipping address associated with the customer. |
Credit Card |
Includes information about customer's credit card.
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Existing
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Allows to select an appropriate option for the card. |
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Name on Account
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Identifier on the account. |
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Credit Card #
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Number of the credit card. |
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Exp Date
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Date when the credit card is expired. |
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CSC
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Security code of the credit card. |
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Same As Customer's Home Adress
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Allows to assign customer's home adress to the credit card's information. |
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Same As Shipping Adress
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Allows to assign shipping adress to the credit card's information. |
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Street
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Street address assigned to the credit card. |
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City
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City address assigned to the credit card. |
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State
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Allows to choose country and state adress assigned to the credit card. |
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ZIP Code
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ZIP code assigned to the credit card. |
Mixed Payment |
Includes information about one-time payment and recurring payment plan.
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Single Amount
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Single amount of mixed payment. |
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Recurring Amount
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Recurring amount of mixed payment. |
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Description
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Description of account payment. References: Payment.Account Payment Description |
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Item Description
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Item description of account payment. |
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Terms
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Terms of payment. |
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Unlimited
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Indicates that terms of payment are unlimited. |
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#Payments
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Indicates that terms of payment depends on number of payments. |
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Credit Card
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Indicates that terms of payment depends on credit card settings. |
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Bank Account
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Indicates that terms of payment depends on bank account. |
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Billing Cycle
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Allows to select the appropriate type of billing cycle. |
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Weekly
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The payment is charged on weekly basis. |
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Biweekly
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The payment is charged every two weeks. |
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Monthly
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The payment is charged every month. |
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Quaterly
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The payment is charged every three months. |
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Semiannually
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The payment is charged every six months. |
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Annually
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The payment is charged once a year. |
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Billing Day
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Date of billing. |
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Next Billing
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Allows to select the next billing date. |