Customer Tasks

Customers can use the My Account option on the merchant's PrestaShop website to manage orders and their payment information. The following sections contain the steps to complete these tasks.

Saving Credit/Debit Card Information

Saving card information enables customers to use that information for future transactions. Using PrestaShop Front Office, customers can save their card information during the checkout process, or they can add their card information to their registered PrestaShop accounts using the My cards feature.
If a customer wants to save their card information during the checkout process, they can select the
Save my card for future payment
option when entering their credit/debit card payment (as shown below) during checkout.
The card information can also be saved on the My cards page in PrestaShop:
  1. Open PrestaShop Front Office.
  2. Go to the My cards section of the page and click
    ADD CARD
    .
    If no current address is associated with the customer account, the customer is prompted to add an address. The customer can enter the required address information and click
    Save
    .
    If there is already an address associated with the customer account, the customer can select and use the address or add a new address.
    After the address information is complete and selected, the customer can update the card expiration information, if needed, or delete the existing card from the account.
  3. To update the expiration information for the card (expiration month/year), the customer clicks
    Update
    , or clicks
    Delete
     to remove the card from the account. The customer can also change the billing address for the card by clicking
    Change
    .
    Customers can add only the number of cards that the merchant specified in the account configuration. The updated card information is tokenized and securely saved. The customer can use the saved card information for future transactions without having to enter that card information during the checkout process.
Customer Tasks

Selecting a Default Credit/Debit Card

When a customer has multiple cards associated with their account, they can designate the default card. By default, the first card added to the account is set as the default card. In the My cards page, the default card is identified with an asterisk (*) that appears to the right of the card number.
To change the default card, the customer follows these steps:
  1. Open PrestaShop Front Office.
  2. Open the My cards page. The page displays the saved cards associated with the account.
  3. Choose a card to set as the default card, and choose
    More > SET AS DEFAULT
    . The card is set as the default card.
    The default card cannot be deleted unless all other saved cards from the My cards section are deleted.
Customer Tasks

Cancelling an Order

This task provides the steps a customer takes to cancel an order. They cannot cancel an order if the order is in review with the merchant.
  1. Open PrestaShop Front Office.
  2. Select
    My Account > Order History
    . The Order history page displays the customer's orders.
  3. Select the
    Details
     icon for the order to cancel. The Order details page appears.
  4. Click the
    Cancel
     icon to cancel the order.
    An Order cancellation confirmation notice appears.
  5. Click
    Yes
     on the Order cancellation confirmation notice to cancel the order.
    The order is cancelled and the order status is set to Cancelled.
    If the order was a sales transaction or was captured, the cancellation is sent to the merchant and the status is set to
    Awaiting cancel
    .
    After the customer cancels an order, the merchant can accept or reject the order cancellation (as instructed in Processing a Cancelled Order). If the merchant accepts the cancellation request, a refund for the order amount is initiated, and the order status is set to
    Cancelled, refund initiated
    . If the merchant rejects the cancellation request, the order status is set to
    Cancel rejected
    .
Customer Tasks