When you run your first transaction within the Omni Virtual Terminal, you will have the option to create your first Customer. We recommend that you always add a Customer when possible, in order to keep track of sales by Customer in their Customer Profile.
To get started creating your first Customer:
- Select “Customers” from the main toolbar
- Select “+New” from the header
- Enter in “First Name” and “Last Name” - these are the only two required fields needed in order to save a Customer. While not required, entering an email address ensures that all receipts and invoices are sent to your Customer following a sale
- Once your Customer has been established - all transactions associated with the customer will be added to their Customer Profile, so you will easily be able to see all of the customer’s saved payment methods, scheduled invoices, past payments, outstanding invoices and more
If you have any questions, please contact the customer support team, our team is happy to help you get set up!