Viewing Customer Information

You can view detailed customer information within Stax Pay, including outstanding invoices, payment methods, customer ID numbers, and more. As long as you have a customer's first and last name, you can add them, and you can search for customers by keyword.

1. In Stax Pay, click Customers in the left menu.
2. You can Add, Export, or search for a particular customer on the Customer page.
3. Use the quick filters to cycle through Active or Archived customers.
4. Click the ellipses on a particular customer to open additional options to Edit, View Invoices, Take a Payment or Archive the customer.
5. Click a customer to open the Customer drawer. Here, you can view pertinent information on the customer and perform actions such as taking a payment or viewing invoices. Use the arrows next to items to view more details.