Save a customer for repeat charges
Save a customer once in AIMERICA Payment, so you can charge their card later without asking again.
Open AIMERICA Payment > Customers. Type the customer's Name and Email (and a phone if you like) and press Create customer: the card form opens for that customer. Saved customers are listed under Your customers, with a search box.
In this video
Step by step
- 1
Customers keeps the people you bill. Open Customers.
- 2
Type the customer's name.
- 3
Add an email for their receipts.
- 4
A phone number is optional.
- 5
Create customer saves them, and opens the card form for that customer. Here it waits for the account to be set up.
- 6
Your customers lists everyone saved, with a search box.
- 7
Search by name to find someone fast.
- 8
To charge a saved customer later, open Get paid, then Customer on file.
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