How do I use customer look up?

How do I use customer look up in Agent Capture Assist?


How do I use customer look-up in Agent Capture Assist?

This guide explains how to locate and retrieve customer details from Stripe to autofill the Agent Capture Assist payment details form for faster, more efficient payments.

1. Login to Paytia

  • To access Agent Capture Assist, log in to your Paytia account using your credentials.

2. Access the Payment Screen

  • Once logged in, toggle to the User Screen on the top-left of the merchant portal.
  • Navigate to the Agent Capture Assist payment screen.

3. Start Customer Look-Up

  • In the Customer field, click on the dropdown menu.
  • Use the Search for existing customer field to type the customer’s name, email, or reference.


4. Select the Customer

  • Paytia will retrieve matching customer details stored in Stripe.

  • A list of possible matches will appear below the search bar.

    Example of Results:

    Zoe Crosby - Company name 6 - PO55 1AA - ACC6 - cust_65df4957e8e4a
Sam Curran - Company name 5 - PO55 1AA - ACC5 - cust_65df4957e8184

  • Click on the relevant customer to auto-fill the details.

5. Confirm Retrieved Customer Information

  • After selecting a customer, their stored details (such as name, email, and card information) will populate the fields automatically.

  • The customer details page will confirm the following:

    • Name and Email Address
    • Card Brand and Card Details (e.g., Visa •••• 4242)
    • Billing Address

    You can select to:

    • Use the Existing Card
    • Enter a New Card

6. Complete the Payment Form

  • The customer’s details (name, reference, email, etc.) will now appear in the payment form.
  • Verify the details, including the Amount to be charged and other fields.

7. Enter Address Details

  • Move to the Enter Cardholder Address tab.
  • Review or update the Billing Address and Shipping/Delivery Address as required.
  • If the shipping address matches the billing address, tick the checkbox "Same as above" to save time.

8. Submit the Payment Request

  • After reviewing all details:
    • Click Submit Payment Request at the bottom of the page.
  • The payment will now process, and a confirmation will appear.

Key Notes:

  1. Using Stripe’s customer lookup saves time by reducing manual entry errors.
  2. Make sure to review auto-filled details to ensure accuracy.
  3. You can use New Card if updated card details need to be added for the customer.

By following these steps, you can seamlessly retrieve customer data and process payments efficiently using Agent Capture Assist.

If you encounter any issues, contact techsupport@paytia.com for assistance.


    • Related Articles

    • Can I use a Virtual Terminal with Paytia Agent Capture Assist?

      Take a look at our Agent Capture Assist Yes, Paytia offers a Agent Capture Assist that allows users to have a web form they can use when taking payments. Customers still use their telephone keypad to enter card details when on the call, but agents do ...

    • How do I create or use my Stripe payment accounts?

      Setting Up or Using Your Stripe Payment Account with Agent Capture Assist Agent Capture Assist integrates with Stripe to provide a secure method for processing payment card details during telephone calls. Stripe serves as the payment service ...

    • How do I use Agent Capture Assist to take payments?

      How users of Agent Capture Assist sign in, receive calls, make calls and take payments First things first If you have been set up as a user then you will have received a 'welcome' email. If you don't, then ask your administrator to create you as a ...

    • How do I configure my Agent Capture Assist?

      Getting started with Agent Capture Assist This article outlines Agent Capture Assist functions and how to configure them. It covers the following: Initial configuration Administration console orientation Managing payments Administering users and ...

    • Using an Existing Phone Number with Agent Capture Assist

      Using an Existing Phone Number with Agent Capture Assist Number Porting with Agent Capture Assist Paytia's Agent Capture Assist supports Local Number Portability (LNP), enabling you to use your existing phone number with the platform. This eliminates ...