Manually Add a Customer to the System
- Go to Users -> Customers
- Click ‘Add New’
- Enter the Customer’s data
- Click Save Changes.
Tags – Overview Tags can be used to easily categorize or add notes to a Customer or Team profile. How to add Tags to a Customer You can add tags to a customer by: Go to Customers Click on a [...]
Go to Users -> Customers Click the Name of the Customer you want to edit Edit your values. Click Save. You may also add/remove Credit Cards from a Customer’s account.
Link Existing Stripe Customer to a Customer Record If you have an existing customer in your Stripe account that you want to link to a Customer record in your site, do the following: Step 1: Get [...]
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