The Stax Platform can store full customer profiles for your business.

There are two ways to create a profile for your customer:

1. Create the customer profile while processing a transaction.
2. Create the customer profile without processing a transaction.

Create the customer profile while processing a transaction

The customer information will be stored every time you process within Create Invoice or Take Payment.

When processing a Take Payment, the following information will be stored:

• Customer Name
• Cardholder Name (if different than the Customer Name)
• Card Number

When processing a Create Invoice, you have two options:

• Create a New profile.
• Skip building a profile.
  • If you skip building a profile, the cardholder's name and card number will still be stored.

To create a new profile when processing within Create Invoice:

1. Select the + sign in the upper right-hand corner and click Create Invoice.
2. Enter the payment details.
3. Click Continue (if you select Save, your sale will be stored as a draft in your Invoices tab).
4. Click +New.
5. Enter your customer information.
6. Click Save.
7. Review your payment.
8. Click Charge.

Your customer profile will now be stored.

Create the customer profile without processing a transaction

1. Select Customers from the main toolbar.
2. Click +New.
3. Enter your customer details (Only the first and last names are required, but an email address is strongly recommended).
4. Click Save.