Usio Setup - Customers

In order to initiate customer payments with CPM, you must link your Business Central customer records to corresponding account activity in your external payment environment, and CPM uses a separate “CPM customer” record type to facilitate this communication. Usio does not support the concept of dedicated customer records, so CPM builds the necessary CPM customer records automatically the first time a payment is captured. CPM will build a separate CPM customer for every unique combination of customer and contact that submits a payment. The manner in which these CPM customers are created depends on the record from which the payment was captured:

• When a payment is taken from the customer card, CPM creates a customer record for the customer only, with no assigned contact.
• When a payment is taken from a posted sales invoice or open sales order, CPM creates a customer record from the document’s assigned contact.

You can view a CPM payment platform’s linked customer records by choosing the Customers action on the Related tab in the ribbon. From here you can view additional information about a CPM customer by choosing the record and then choosing the Edit action in the ribbon. This will instruct Business Central to open the CPM Customer Link Card page. From here you can edit a CPM customer’s information and set sales order payment request defaults. When a credit card request is entered for a sales order, any customer-specific defaults will be assigned to the request instead of platform level defaults. You can also view a history of the customer’s payment request records directly from the CPM customer link card.

Note: although dedicated customer records do not exist within Usio, CPM is able to retrieve an entered customer’s payment methods by using the tokens that are retrieved into Business Central as part of an API request.

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