Customer Management on FluidPay

Adding Customers: 

1. Log in to Fluid Pay.
2. Click on Customer Vault in the left panel menu. 
3. Select Create. 

4. Here you can create a customer profile. 

5. 
6. Once done, you will click create at the bottom. 

Editing Existing Customers: 

1. Log in to Fluid Pay.
2. Click on Customer Vault in the left panel menu. 
3. Select Search. 
4. Once you have selected the Customer that needs to be edited, you will click the 3 dots to the left of their card information. 
5. Choose edit customer. 
6. Make necessary changes and click Update Customer near the bottom.