Customer Profile Demo
Click on the screens below to see how Transaction Express can help you manage your business.
Screen 1:To create a customer profile, user can click on either "Recurring" or "TC Wallet" to begin.
Screen 2:From this screen, user can search for an existing customer by submitting the customer's name, or can add a new customer by filling in the information and clicking "add customer".
Screen 3:When the customer's information has been filled in, user can either update it with new information or check the information keyed in for a new customer.
Screen 4:Now that the customer has been added or updated, the user can add a wallet to the customer's profile or update the existing wallet.
Screen 5:With the customer's wallet information added, the user can now set up a recurring payment using this wallet.
Screen 6:Once all wallets and recurring payments have been added, this is an example of what the customer's profile search screen will look like.
Ready to learn more?
Transaction Express can help you grow your business and increase your revenue.
For more information, take a look at this interactive demo — or speak to your representative today.