How Do I Add a New Customer Contact and Save Payment Information?

Follow the steps below to add a new customer contact to your database:

  1. Click on the Customers button on the left side of the page.

  2. The Customers page will appear.

  3. Click on the New Customer button on the top right hand of the page.
  4. Fill out the fields with the customer's information and click the green Create Customer button at the bottom.
  5. Click on the plus sign to add a card on file.
    card2.png
  6. Enter the card information.
  7. Then click Save

     

Tip

Every time you process a credit card transaction, a new Contact is created automatically using the name, address and other details entered for that customer.

 

 

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