Creating a new customer from a transaction
Last updated
Last updated
Step 1 -> Login
Step 2 -> From the left hand menu, navigate to "Transactions".
Step 3 -> By default the most recent transactions will be listed. You can also search by Date, Card Number, and Name.
See "Transaction Search" for more information on searching for a transaction.
Step 4 -> Once you've located the transaction, navigate to the right hand side and select the customer icon.
Step 5 -> On the "Profile" Tab, complete the required and optional fields as needed.
Step 6 -> The credit card from this transaction was automatically saved and selected as the Default card.
Step 7 -> On the "Credit Cards" tab you can also add additional cards or edit/delete existing cards.
Step 8 -> When all desired information is complete select "Save" at the bottom of the "Profile" tab.
You can also create a new Customer without an existing transaction in the "Customer" section. See "Create a New Customer" for more information.
