Stax Pay Mobile : Adding Customers

  1. Access existing customer profiles by tapping the customers icon from the bottom menu
  2. Tap existing customer to make edits or view their individual payment history
  3. Tap +New icon in the top right to enter in new customer details, including email contact for receipts
  4. Once a new customer is saved, access their details page and select New Payment Method at the bottom of the page to save their payment method
  5. Manually key in full card details or use the built in scanner to take a picture of the card
  6. Once stored, payment details will be available for all future payments, including one-time and recurring scheduled invoices