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

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.

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.