When you run your first transaction within Stax Pay, you will have the option to create your first Customer. We recommend that you always add a Customer when possible, in order to keep track of sales by Customer in their Profile.
To get started creating your first Customer
- Select Customers from the main navigation
- Select +Add Customer from the top of the page
- Enter in First Name and Last Name - these are the only two required fields needed in order to save a Customer. While not required, entering an email address ensures that all receipts and invoices are sent to your Customer following a sale
Creating a Customer profile while processing a transaction
Every time you process an Invoice or Take a Payment inside of Stax Pay, your customer information will be stored.
The information that will be stored is:
- Customer Name
- Cardholder Name (if different than the Customer Name)
- Card Number
Once your Customer has been established - all transactions associated with the customer will be added to their Customer Profile, so you will easily be able to view all of the customer’s saved payment methods, scheduled invoices, past payments, outstanding invoices, and more.
If you have any further questions or need additional assistance, you can email our Support Team!