Customers

Customers is where you can manage your business's customer database. Along with managing your customers, you can also:

• Set-up and monitor recurring bills.
• Store card information for later purchases.
• Leave notes to document important customer information.
• Perform customer sales and refunds quickly.

Creating a Customer

1. Click New Customer.
2. Assign a Customer ID.

3. Enter the customer's first and last name.
4. Enter the customer's address, city, state, and zip.
5. Click Save & Close.

Editing a Customer

To edit an existing customer, double-click the row of the customer. This will open the customer dialog and allow you to utilize additional customer features.

General

This tab allows you to change basic customer information such as their name, address, and contact information.

Cards

This tab displays all of the customer's cards currently on file. These cards are available for use across such as on the virtual terminal, recurring billing, and quick sales.

Adding a Card

1. Select the Billing History tab.
2. Select a transaction that is associated with the desired card.
3. Click Save Cards.

Removing a Card

To remove a card, click the red trash icon on the card.

Plans

This tab offers the ability to create and manage the recurring billing plans associated with the customer.

Starting a Plan

1. Click Add New.
2. Select a billing plan.
3. Select a start date.
4. Select a payment method.
5. Click Create.

Toggling a Plan

By toggling the Active checkbox, you can enable / disable a plan from being processed.

Deleting a Plan

To delete a plan, click the red trash icon on the plan you would like to remove.

Quick Sale

This tab offers the ability to quickly perform sales using the customer's stored cards. To perform a quick sale:

1. Select a card to perform the transaction.
2. Enter a charge amount.
3. Enter a tax rate.
4. Complete any optional fields as necessary.
5. Click Confirm.

Quick Refund

This tab offers the ability to quickly perform refunds on recent customer transactions. To perform a quick refund:

1. Select the transaction to be refunded.
2. Click Quick Refund.
3. Enter the refund amount.
4. Click Confirm.

Billing History

This tab provides a view of the recent transactions associated with the customer's name. To save cards from the transactions found here, reference the Adding a Card section.

Notes

This tab offers the ability to leave important notes regarding your customers. By properly utilizing these notes, you can effectively communicate and organize with your team.

Writing a Note

1. Enter the note.

2. Select a note level. This can help distinguish the significance of any particular note.

   Level	Description
   None	A note with no immediate significance.
   Low	A note with little significance.
   Medium	A note with some significance.
   High	A note with urgent and utmost significance.

3. Click Add Note.