Managing Customers
Collect lets you create and manage Stripe Customers directly from the mobile app. Customers you create here are real Stripe Customer objects on your connected account -- they're not stored separately by Collect.
Attaching a Customer to a transaction enables saved payment methods, recurring billing, and better record-keeping.
You need the Customers - Use permission to view and select Customers during transactions, and the Customers - Manage permission to create or edit Customers. Admins have full access by default.
Viewing Customers
Main Menu → Customers
The Customers screen shows all Customers on your Stripe account. The list supports pull-to-refresh and loads more Customers automatically as you scroll.
Use the search bar at the top to find Customers by name, email, or phone number. Search checks both locally loaded Customers and your full Stripe Customer list.
Creating a Customer
Main Menu → Customers → Create
- Enter a Name (required).
- Optionally add an Email, Phone, and Description.
- Optionally add a Billing Address (street, city, state/province, postal code, country).
- Tap Create Customer.
The new Customer is created on your Stripe account immediately and will appear in both Collect and the Stripe Dashboard.
Customer Details
Tap any Customer to view their details. The detail view shows:
- Name and email
- Description (if provided)
- Payment Methods -- any cards or other payment methods saved on file
- Active Subscriptions -- any current subscriptions associated with the Customer
- Billing Address -- the Customer's billing details
Actions
From the Customer detail view, you can:
| Action | Description |
|---|---|
| Edit | Update the Customer's name, email, phone, description, or address. |
| Add Card | Save a new payment method using a connected card reader. The card is saved to the Customer's Stripe profile for future use. |
| Payment | Start a new transaction with this Customer already attached. This navigates to the transaction screen with the Customer pre-selected. |
Adding a card via a reader is the recommended way to save payment methods. The card details are collected securely through the reader and never pass through the app.
Editing a Customer
From the Customer detail view, tap Edit to update any of the Customer's information. Changes are saved to Stripe immediately.
Using Customers in Transactions
Customers integrate with your Payment Flow settings. Depending on your configuration:
- Always: Every transaction requires a Customer to be selected before processing.
- Ask: You'll be prompted to select a Customer, but can skip.
- Never: Transactions proceed without a Customer prompt.
When a Customer with saved payment methods is attached to a transaction, Collect will default to offering their saved payment methods -- even if a card reader is connected. You can cancel and collect payment normally if needed.
Tablet Experience
On tablets, the Customers screen uses a split-view layout. The Customer list appears on the left, and selecting a Customer shows their details in a sidebar on the right. Creating and editing Customers also happens in the sidebar without leaving the list.