Watch these short tutorial videos on how to take advantage of all the capabilities to manage your Customers within Stax Pay. From editing Customer profiles and Saving Payment Methods to merging Customers.
CREATING A NEW CUSTOMER
EDITING EXISTING CUSTOMERS
MERGING DUPLICATE CUSTOMERS
CREATING AN INVOICE FROM A CUSTOMER PROFILE
SAVING PAYMENT METHODS TO A CUSTOMER
SETTING UP CUSTOM FIELDS FOR CUSTOMERS
*Adding Custom Fields to your Customer profiles requires the Advanced Customization add-on.
The Advanced Customization app allows you to tailor/enhance the appearance of invoices, receipts and website payments and add Custom Fields to ensure a consistent brand experience for your customers.
If you have any further questions or need additional assistance, you can email our Support Team!