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