SwipeSimple: Customers
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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.