The Customer Dashboard is the consumer section of the Hosted Payment page. It allows your customers to view their payment history, manage their stored payment options, and more.

Stored Payments

The Stored Payments tab enables your customers to manage their stored payment options. Your customers will have the ability to view their existing stored payment options, delete their existing stored payment options, or new payment options to their account.

Existing Stored Payments

A customer can select an existing stored payment option by selecting an option from the dropdown menu.

When an item is selected from the dropdown list, the page will display the payment details and give the customer the option to remove the card.

If the customer clicks the Remove Card button, a warning message will appear. When they click to confirm, the stored card will be permanently removed from their account.

Add New Stored Payments

A user can add a new stored payment method in the customer dashboard. When the user clicks Add a New Card or Add a New Bank Account button, the page will display the necessary fields for the user to enter their payment information. When the user clicks Save, the card information will be validated. If the validation is successful, the payment information will be available to use whenever the customer signs in for checkout.

Example of the Card and Bank Information Fields:

Profile

The Profile tab will allow your customer to modify their account settings. They can change their password and update security questions.

Change Password

To change the password, the customer needs to enter their current password, new password, and re-enter their new password.

Note: The password must have a minimum of 7 characters and at least 1 number. When the information is entered, click the save changes button at the bottom of the screen.

Update Security Questions

To change the security questions or the answers to a security question, the customer can scroll down to the security question section of the Profile tab.