Stax Pay: Customer Management Overview

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

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:

When processing an Create Invoice, you have 2 options:

Create a New profile
Skip building a profile
1. 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!

If you have any further questions or need additional assistance please email our support team at support@fattmerchant.com.