---
title: "Manage customer profiles & payments | Helcim Learn"
slug: "managing-your-customers"
description: "Learn how to add, edit, and manage customer information, saved cards, bank accounts, and view history using Helcim's customer management tools."
updated: 2025-06-01T21:25:13Z
published: 2025-06-01T21:25:13Z
canonical: "learn.helcim.com/managing-your-customers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your customers

Helcim's **Customers** tool makes it easy to securely store and update customer details and payment methods for faster checkouts. You can even give customers self-service options through the optional [Customer Portal](/v1/docs/using-customer-portal).

This series of articles will walk you through everything from initial setup to managing specific details like credit cards and bank accounts. Let's dive in!

### Contents

---

| ![Customers tool icon in Helcim](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [Organize your customer list with customer codes](/v1/docs/organize-customer-codes) |
| --- | --- |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [Add, edit, and merge customer profiles](/v1/docs/add-edit-merge-customers) |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [Manage customer credit cards (in your Card Vault)](/v1/docs/manage-customer-cards-vault) |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [Manage customer bank accounts (ACH/PAD)](/v1/docs/manage-customer-bank-accounts) |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [How to use the Customer Portal](/v1/docs/using-customer-portal) |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [View customer history and notes](/v1/docs/view-customer-history-notes) |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/customers.png) | [Import and export customer data](/v1/docs/import-export-customer-data) |