Stax Pay: NEW Customers List Overview

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.

CUSTOMER OVERVIEW

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!