Follow the steps below to add a new customer contact to your database:
Click on the Customers button on the left side of the page.
- The Customers page will appear.
- Click on the New Customer button on the top right hand of the page.
- Fill out the fields with the customer's information and click the green Create Customer button at the bottom.
- Click on the plus sign to add a card on file.
- Enter the card information.
- Then click Save
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.