---
title: "Customer Accounts | SpotOn Virtual Terminal"
canonical: "https://help.spoton.com/space/SK/896893222/Customer%20Accounts%20%7C%20SpotOn%20Virtual%20Terminal"
format: markdown
---
**Quick Links**
> Macro (toc)
---
## Customer Accounts
When individual customer accounts are created, payment methods, shipping addresses, and contact information can be saved for future use. From a customer account, the customer's transaction history can be viewed, subscriptions can be created and managed, and multiple payment methods can be saved.
### Add a New Account
New Customer Accounts can be created during the checkout process or can be added later from the Virtual Terminal Accounts page. To view instructions for setting up a new account during the checkout process, [click here](https://help.spoton.com/space/SK/904790283/Sale+%2F+Checkout+%7C+SpotOn+Virtual+Terminal).
| **Action** | **Display** |
| --- | --- |
| 1. From the Client Dashboard, in the left side menu, click the drop-down menu **Virtual Terminal** |  |
| 2. From the drop-down menu, select **Accounts** |  |
| 3. Click **Add Account **on the right side of the screen |  |
| 4. In the **Add Account **menu, begin by selecting whether this will be an** Individual Account** or a **Business Account **
5. Input the **required information**:
- First and Last name
- Busines Name (If it is an Individual Account, this requirement will **not **display)
- First Name and Last Name
- Email
6. Input desired **optional information**:
- Custom Account ID
- Address Details
- Phone / Fax
- Website |  |
| 7. Account information may be used for billing by selecting the check box next to **Use Account Information for Billing**
8. In the **Payment Method **section, input the card information in the required fields
9. Elect whether to save a card on file under **Do you want to save this card on file for future use?**
- Select **Yes **to save a card to a file
- Select** No** to skip the payment method
10. Click **Save** |  |
| 8. Once the New Account details have** **been saved, the new account will display on the **Accounts** screen list |  |
---
### Edit/Update Account Information
From the Account Details screen, clients can add or update account payment methods, view transaction histories, manage subscriptions, and update contact information.
| **Action** | **Display** |
| --- | --- |
| 1. From the Client Dashboard, open the left side menu and click the drop-down menu in the **Virtual Terminal.** |  |
| 2. From the drop-down menu, select **Accounts.** |  |
| 3. Use the **Search bar **to search for the desired account using the following methods:
- First Name
- Last Name
- Company Name
- Email Address |  |
| 4. Select the desired account from the search result by clicking on the account name |  |
| 5. The Account information display will appear
6. Click the **…** button on the top right |  |
| 7. From the drop-down menu, select the needed options for modification:
- **Card on File**
- Add New Payment Method
> ⚠️ **Note:** To update a card number, expiration, or CVV, the card must be removed and re-added correctly (**cannot** be edited)
- **Edit Account Info**
- Change name, email, address, phone number, etc.
- **Remove Account**
- Delete account info from the customer list |  |
| 8. Make the needed changes (example displayed: Name)
9. Select **Save **to save changes |  |
| 10. The account information has been updated |  |
---
### Add a New Payment Method
| **Action** | **Display** |
| --- | --- |
| 1. From the Client Dashboard, open the left side menu and click the drop-down menu in the **Virtual Terminal.** |  |
| 2. From the drop-down menu, select **Accounts.** |  |
| 3. Use the **Search bar **to search for the desired account using the following methods:
- First Name
- Last Name
- Company Name
- Email Address |  |
| 4. Select the desired account from the search result by clicking on the account name |  |
| 5. The Account information display will appear
6. Click the **…** button on the top right |  |
| 7. Select **Card on File** |  |
| 8. From the **New Payment Method** pop-up screen, input the required card information fields:
- Card Number
- Expiration
- CVV
- Billing Zip
9. Click the check box to make the card the Default Payment Method (if desired)
10. Input the billing Information into the required fields
11. Select **Save** | 
 |
---
### Remove a Payment Method
| **Action** | **Display** |
| --- | --- |
| 1. From the Client Dashboard, open the left side menu and click the drop-down menu in the **Virtual Terminal.** |  |
| 2. From the drop-down menu, select **Accounts.** |  |
| 3. Use the **Search bar **to search for the desired account using the following methods:
- First Name
- Last Name
- Company Name
- Email Address |  |
| 4. Select the desired account from the search result by clicking on the account name |  |
| 5. The Account information display will appear
6. Click the **…** button on the top right
7. Select **Card on File** from the drop-down menu |  |
| 8. From the **Cards on File** pop-up menu, select the **…** button on the top right corner
9. Select **Remove Card** |  |
| 10. A confirmation prompt will display that reads:
**Are you sure you want to delete the payment method?** Deleting the payment method will cause all related subscriptions to be canceled immediately.
11. To remove the card, click **Remove**. To cancel, select **Cancel** |  |
| 12. The card has been removed from the **Cards on File** menu list |  |
### Remove an Account
| **Action** | **Display** |
| --- | --- |
| 1. From the Client Dashboard, open the left side menu and click the drop-down menu in the **Virtual Terminal.** |  |
| 2. From the drop-down menu, select **Accounts.** |  |
| 3. Use the **Search bar **to search for the desired account using the following methods:
- First Name
- Last Name
- Company Name
- Email Address |  |
| 4. Select the desired account from the search result by clicking on the account name |  |
| 5. The Account information display will appear
6. Click the **…** button on the top right |  |
| 7. From the drop-down menu, select **Remove Account** |  |
| 8. A confirmation prompt will display that reads:
**Are you sure you want to remove this account?**
Removing this account will also remove any payment method on file and cancel all related subscriptions. This action cannot be undone.
9. Select **Remove** to remove the account or select **Cancel** |  |
| 10. The account has been removed and no longer exists in the **Accounts** list |  |