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 webpage will display the payment details and give the customer the option to remove the card.

When the customer clicks the Remove Card button, a warning message will appear.
If the card is linked to an active recurring payment plan, the warning will inform the customer that the payment method is tied to an active payment plan and cannot be removed.
To delete the payment option, the customer will need to modify their payment method for their active recurring payments.

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:

Recurring Payments

The recurring payments tab enables your customers to manage their existing payment plans. Within this tab, your customers will have the ability to view, modify, or stop their recurring payment plans.

When the user clicks on the recurring payments tab, the following view will display with all existing recurring plans.

Each recurring plan is listed with the Plan Name, Start Date, End Date, Payment Method, Frequency, Status and Edit Plan link.

Fields	Description
Plan Name	The Plan Name is specified by the customer during the setup.
Start Date	The Start Date is the first payment of the payment plan.
End Date	The End Date is the last payment of the payment plan.
Payment Method	The Payment method used for the recurring payment plan.
Frequency	The Frequency describes the timing between payments.
Status	The Status indicates if the payment plan is active or inactive

Editing Recurring Payments

Within the Customer Portal, the customer will have the ability to modify the payment plan name, change the payment method for the payment plan, or they can choose an end date. When a user clicks on the edit plan link, the following screen will appear.

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.