Stax Pay Mobile: Creating a Customer

  1. Access existing customer profiles by tapping the More Info icon from the bottom menu.
  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 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.