The Stax Platform has the ability to store full customer profiles for your business.
There are 2 ways for you to create a profile for your customer:
- Create the customer profile while processing a transaction
- Create the customer profile without processing a transaction
Create the customer profile while processing a transaction
Every time you process within Create Invoice or Take Payment, the customer information will be stored.
When processing a Take Payment, the information that will be stored is:
- Customer Name
- Cardholder Name (if different than the Customer Name)
- Card Number
When processing an Create Invoice, you have 2 options:
- Create a New profile
- Skip building a profile
- If you select to skip building a profile, the cardholder name and card number will still be stored
To create a new profile when processing within Create Invoice:
- Select the + sign in the upper right hand corner and then Create Invoice
- Enter your payment details
- Select Continue (if you select Save, your sale will be stored as a draft in your Invoices tab)
- Select +New
- Enter your Customer Information
- Select Save
- Review your payment
- Select Charge
Your customer profile will now be stored.
Create the customer profile without processing a transaction
- Select Customers from the main toolbar
- Select +New
- Enter your customer details (only the first and last names are required. email address is strongly recommended)
- Select Save
For more information on managing your customer profiles, check out the articles below!
How to View Customer Information
How to Export your Customer Information
How to Merge Duplicate Customers
How to Restore Deleted Customers
If you have any further questions or need additional assistance please email our support team at support@fattmerchant.com.