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What is the Customer Management System?


The Customer Management System (CMS) is an online, menu-driven management and reporting tool you can use to administer your account(s) and payments and to customise your installation options and payment pages. It is one of a number of tools we provide to help you carry out a range of tasks, including managing:

  • Transactions and transaction details

  • Refunding, capturing and cancelling transactions

  • Disputes and chargebacks

  • Repeat billing (recurring payment) agreements

  • Risk scores and other transaction details

  • Your company's contact details

  • Your application and installation activation

  • Virtual Terminal for phone payments


Technical and accounting staff can also use the Customer Management System to manage:

  • Configuration options (such as capture delay)

  • The look and feel of the payment pages

  • Repeat billing (recurring payment) options

  • Account reconciliation and balances

  • Reports


Remember once your application has been approved, you will be sent a 'welcome' email containing the Customer Management System URL - This URL provides access to the MAI.


Getting Started

Once your application has been approved, you will be sent a 'welcome' email containing the following:

  1. Merchant ID - The Merchant ID (MID) is important as it must be included in the order details submissions you send from your website shop to us.
  2. Two separate URLs for each installation - These URLs are needed for your order details submissions. One will be the URL to use in order details submissions to the Test Environment and the other will be the URL to use in order details submissions to the Production Environment.
  3. Customer Management System URL - This URL provides access to the CMS. The CMS provides various administrative facilities to help you manage your shop
  4. CMS user name and password - These enable you to login to the CMS for the first time. The password is the one you gave gave us during the application process. You will be prompted to change this password when you login for the first time.

    Note that you can change this user name and password as often as you like.


What can I do with the CMS

  1. You can access your installation details, such as statements and transaction information,
  2. You can perform refunds and capture delay transactions (if you have chosen to use the capture delay service),
  3. You can upload files to use when customising the Payment Service Pages,
  4. You can customise your installation settings.


To maintain the security of your accounts, we strongly advise that you log out of your CMS when you are finished.

Your session is automatically disconnected after fifteen minutes of not being in use




"Remember once your application has been approved, you will be sent a 'welcome' email containing the Customer Management System (CMS)"

High-Risk / Adult Reporter


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