Customer Management on SwipeSimple

Easily create a customer profile from the Customers overview page on the dashboard or at the point-of-sale, both on the Virtual Terminal and mobile app.

To create a new customer:

1. Log in to SwipeSimple. 
2. Click on Customers in the left panel menu.
3. Click on Add New Customer located in the top-right and input the following details: Only customer name is a required field.
   • Customer Name
   • Email
   • Address
   • City
   • State
   • Zip Code
   • Phone
4. Click on Create Customer to create a customer profile.
5. Click on Import Customers to import a customer list using a CSV file.

Editing and Deleting Customer Profiles

To edit or delete a customer:

1. Log in to SwipeSimple. 
2. Click on Customers in the left panel menu.
3. Click on the Customer number for the customer you need to update or delete.
4. Click on Edit Customer or Delete Customer located in the top-right of the page.
5. Edit Customers’ Personal Information or Delete Customers
6. Update or modify your customers information including Customer Name, Email, Address, and Phone. Click on Save Changes to save your edit(s). 
7. Deleting a customer profile removes the customer from your customers list, removes his/her details and all stored credit cards, and cancels all scheduled payments. 

Customer profile overview

Individual Customer profiles

To view all information and details relating to a customer, click on the Customer # of the selected customer from the Customers overview page. The customer profile page enables you to view and manage the following:

• Customer’s Personal Information - View and manage information including customer name, email, address, and phone.
• Transactions - View TRANSACTION #, DATE, TYPE, AMOUNT, and RESULT.
• Cards - View and manage the card information including CARD NUMBER (brand will appear automatically based on the number entered), EXPIRATION, and CARDHOLDER NAME.
• Scheduled Payments - View scheduled payment information including DESCRIPTION, TYPE, STATUS, START DATE, FREQUENCY, SPLIT IN (for installments), AMOUNT, and TOTAL AMOUNT.
• Invoices - View INVOICE NUMBER, DATE SENT, DUE DATE, STATUS, and AMOUNT.

Creating Customer Profiles Automatically

SwipeSimple helps you build your customers list by automatically creating customer profiles and capturing key customer information following a transaction on the Virtual Terminal, Mobile Device, or Terminal and Register Devices. 

SwipeSimple will automatically generate a unique customer ID and create a customer profile. If the cardholder name is provided when the card is run through SwipeSimple, SwipeSimple will populate this information in the Customer Name for the profile. If there are no cardholder name details provided when the card is processed, SwipeSimple will create a placeholder name for that customer. 

To associate stored credit cards with the customer, you can either add the cards at the point-of-sale, or manually add card details from the customer profile page. Please ensure that you have authorization from your customer before storing their credit cards. 

Future transactions made with that card will update the customer’s profile with new transaction details.