How to create a new customer from a transaction

Lynn Varnell Updated by Lynn Varnell

How to create a new customer from an existing transaction

  1. Sign in with your email and password
  2. From the left hand menu, navigate to "Transactions".
  3. By default the most recent transactions will be listed. You can also search by Date, Card Number, and Name.
See article "Transaction Search" for more information on searching for a transaction.
  1. Once you've located the transaction, navigate to the right hand side and select the customer icon.

  1. On the "Profile" Tab, complete the required and optional fields as needed.
  2. The credit card from this transaction was automatically saved and selected as the Default card.
  3. On the "Credit Cards" tab you can also add additional cards or edit/delete existing cards.
  4. 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.

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How to create a new customer

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