SwipeSimple: Customers

Last Updated: May 29, 2024

What's in this article?

Customers is available to all merchants using SwipeSimple. With Customers, merchants can:

  • Add and manage customer information and card details

  • View customer information such as address and past transactions

  • Charge customers using their card on file

  • Schedule one-time, installments, and recurring payments

  • Get insights on top customers 

  • View reports on upcoming scheduled payments


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Overview of All Customers 

  • The Customers page provides an overview of all customers info including cardholder name, email, and phone number.

  • Manage customers easily with the options to edit or delete a customer.

  • Sort the list or do a quick search to locate a customer quickly.


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Individual Customer Profiles

  • To view more details about a customer, click on the system-generated customer # to view all cards on file, card info, and past transactions.

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