# Customer catalog

The **Customer Catalog** feature allows merchants to add and edit customer information, making it easily reusable while creating Pay By Links. This saves a lot of time and effort while creating the payment link.

{% hint style="info" %}
This feature is available only on request. If you are interested in using the *Customer Catalog*, contact your Verifone representative.
{% endhint %}

## Availability <a href="#availability" id="availability"></a>

To check which roles can add / edit / remove a customer or see the customer catalog list check our [Users and merchants roles](/verifone-central-getting-started/verifone-central/administration-tools/users-and-merchants-roles.md) documentation.

## Add new customer <a href="#add-new-customer" id="add-new-customer"></a>

To be able to reuse the customer information while creating a Pay by Link, follow the below steps to create the customer and store it in Verifone Central.

1. Go to **Commerce** > *Payment tools* > **Customer Catalog**.

   <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/1_202.JPG" alt=""><figcaption></figcaption></figure></div>
2. Click on **Add new customer**.

   <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/2_142.JPG" alt=""><figcaption></figcaption></figure></div>
3. Fill in the mandatory fields in the *General Information* page, to proceed in creating the customer and click on **Continue**.

   * **First Name**: enter the customer’s first name.
   * **Last Name**: enter the customer’s last name.
   * **Organization**: select the organization where the customer will be created.
   * **Email**: enter the customer’s email address.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/3_105.JPG" alt=""></div>
4. Complete the *Billing/Shipping Address* page and select **Continue**.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>If the shipping address is the same as the billing address, you can leave the toggle button <strong>Same as Billing Address</strong> enabled.</p></div>

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/4_70.JPG" alt=""></div>
5. Review the details entered and click on **Save & Close**.

   <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/5_51.JPG" alt=""><figcaption></figcaption></figure></div>
6. The newly created customer will be displayed in the customer catalog list, when searching for it and after applying the relevant filters.

   <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/6_33.JPG" alt=""><figcaption></figcaption></figure></div>

### Edit an existing customer <a href="#edit-an-existing-customer" id="edit-an-existing-customer"></a>

You can edit the details for an already added customer, by following the below steps.

{% hint style="info" %}
The *Organization* and *Email* fields cannot be edited, and the customer needs to be created again under the new/updated organization or with the new/updated email address.\
For any organization the email address needs to be unique.
{% endhint %}

From the *Customer Catalog* list, select the customer for which the details need to be updated. Once the information is updated click on **Save & Close**. You can search for the customers using the email address or phone number.

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Customer%20Catalog%20edit%20Details.jpg" alt=""></div>

You can switch between the *Details* and *Billing/Shipping* tabs, to update the required information.

<div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/Customer%20catalog%20edit%20Billing_Shipping.jpg" alt=""><figcaption></figcaption></figure></div>

## Add customer details in Pay by Link <a href="#add-customer-details-in-pay-by-link" id="add-customer-details-in-pay-by-link"></a>

In the *Create payment link* page, when [creating the payment link](/online-payments/pay-by-link/create-a-payment-link.md), select the **Add customer address** details to expand the customer details fields.

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/7_15.JPG" alt="" width="563"></div>

Search for the customer, by email or phone number and the details will prepopulate in their respective fields.

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/8_9.JPG" alt=""></div>


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