Stax Pay Mobile app: Creating a Customer

  1. Access existing customer profiles by tapping the More Info icon from the bottom menu
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  2. Select Customers
  3. Tap + icon in the top right to enter in new customer details, including email for receipts

    *Tap an existing customer to make edits or view their individual payment history

    Once a customer is saved, access their profile and select + New Payment Method at to save their payment method. You can also create a new Customer profile and save payment methods during the checkout flow.

    • Manually key in full card details or use the built in scanner to take a picture of the card
    • Once stored, payment details will be available for all future payments, including one-time and recurring scheduled invoices