You can link a customer record to any Virtual Terminal transaction. This associates the payment with that customer's profile, making it searchable by customer name in your Transactions list and visible in their transaction history.
How to Add a Customer
In the Payment Details section, click the Customer search field.
Type the customer's name or email to search your customer directory.
Select the matching customer from the results.
The customer is now linked to this transaction.
Is the Customer Field Required?
The Customer field is marked with an asterisk (*) for certain payment methods such as Manually Enter Card, ACH, and when sending a Payment Link — indicating it is required for those methods. For cash and other recorded payments, it is optional.
Adding a New Customer
If the customer doesn't exist yet in your directory, you can create them by typing out their name and then clicking Create Customer.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.