Overview:
Because Tap to Pay transactions require a set price, customer details are not collected at the time of payment. You can manually assign them after completion.
Step-by-Step Instructions (video below):
After a Tap to Pay transaction is successful, tap Add Customer on the confirmation screen.
Select an existing customer or tap + New to add a new one.
Enter name, email, and phone number (if new).
Tap Save to link the customer to the transaction.
FAQs and Troubleshooting Tips:
Why can’t I add a customer before the Tap to Pay?
The transaction must be completed first due to the fixed-price nature of Tap to Pay.
What if I forget to add the customer afterward?
You can go into your transaction history later and add or link the customer profile manually.