New Customer (Single Payment Mode)

Type:    Form

Description: Allows creation of a brand-new Customer.

Note: There are four modes available in this form. Depending on chosen payment type, certain functions are going to appear. To see possible changes in the form, try Modes 'Single Payment', 'Recurring Payment', 'Mixed Payment', 'No Payment'.

Modes:

Ignore

Single Payment

Recurring Payment

Mixed Payment

No Payment

Tabs:

Person	view
Organization	view

Items:

Process

Saves the new customer in the system.

Cancel

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

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

Title of the customer. References: Customer.Title

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First Name

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

Middle Name of the customer. References: Customer.Middle Name

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Last Name

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

Suffix of the customer. References: Customer.Suffix

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Birth Date

Birth date of the customer. References: Customer.Birth Date

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Gender

Gender of the customer.

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Male

Indicates whether customer is a male.

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Female

Indicates whether customer is a female.

Driver's License

Number of the customer's driver license. References: Customer.Driver License Number

Driver's License State

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

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

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

Name of the customer.

Payment

Includes information about customer's payment settings.

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Payment Type

Allows to choose the payment type.

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Single Payment

Indicates whether the type is set as an one-time payment.

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Reccuring Payment

Indicates whether the type is set as a recurring payment.

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Mixed Payment

Indicates whether the type is set as a mixed payment including one-time and recurring options.

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No Payment

Indicates whether the type is set as a no payment.

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Save Payment Option

Indicates whether the chosen payment option will be saved for future processing.

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Save Customer's Data Only

Indicates whether only customer's data will be saved in the system.

Contact Info

Includes contact information of the customer.

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Street

Street address of the customer.

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City

City address of the customer.

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State

Country and state address of the customer.

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ZIP Code

ZIP code of the customer.

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Home Phone

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

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

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

Reference to the entity that represents customer's email address. References: Customer.Default Email FK

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Marketing Email Allowed

Indicates whether customer can be contacted with marketing offers over the email.

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Billing Email Allowed

Indicates whether customer can be contacted with billing notifications over the email.

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Marketing Call Allowed

Indicates whether customer can be contacted with marketing offers on the phone.

Notes

Includes any notes related to the customer.

Shipping Adress

Includes shipping address of the customer.

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Same As Contact

Allows to fill out address fields automatically using data from the contact information.

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Street

Street of the shipping address associated with the customer.

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City

City of the shipping address associated with the customer.

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Country

Country of the shipping address associated with the customer.

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State

State of the shipping address associated with the customer.

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ZIP Code

ZIP code of the shipping address associated with the customer.

Single Payment

Includes one-time payment settings.

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Amount

Amount of account payment. References: Payment.Account Payment Amount

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No Tax

Allows to select whether the tax is included in payment amout.

Description

Description of account payment. References: Payment.Account Payment Description

Payment Source

Source of the funds transaction.

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Credit Card

Indicates whether the credit card is a source of payment.

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Bank Account

Indicates whether the bank account is a source of payment.

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Cash

Indicates whether cash is a source of payment.

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Check

Indicates whether the check is a source of payment.

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External

Indicates whether the source of payment is external.

Credit Card

Includes information about customer's credit card.

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Existing

Allows to select an appropriate option for the card.

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Name on Account

Identifier on the account.

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Credit Card #

Number of the credit card.

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Exp Date

Date when the credit card is expired.

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CSC

Security code of the credit card.

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Same As Customer's Home Adress

Allows to assign customer's home adress to the credit card's information.

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Same As Shipping Adress

Allows to assign shipping adress to the credit card's information.

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Street

Street address assigned to the credit card.

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City

City address assigned to the credit card.

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State

Allows to choose country and state adress assigned to the credit card.

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ZIP Code

ZIP code assigned to the credit card.

Bank Account

Includes information about customer's bank account.

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Existing

Allows to select an appropriate option for bank account.

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Name on Account

Identifier on the account.

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Account #

Number of the bank account.

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Routing #

Routing number of the bank account.

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Savings

Indicates if the type of account is the savings account.

Same Customer's Home Address as Billing

Allows to assign customer's home adress to the bank account's information.

Same As Shipping Adress

Allows to assign shipping adress to the bank account's information.

Street

Street address assigned to the bank account.

City		City address assigned to the bank account.

State

Allows to choose country and state adress assigned to the bank account.

ZIP Code

ZIP code assigned to the bank account.

Check

Includes information about customer's check.

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Check #

Check number.