Feature

Customer Management

Know your customers.

Use Collect to create and update Stripe Customers directly from the app—no laptop or dashboard required.

When to Create a Customer

Create a customer instead of a one‑off charge when you:

  • Expect repeat visits or ongoing work
  • Want to save a card for later or for a subscription
  • Want to stay in touch
  • Need cleaner history for a person or organization in Stripe

Save Cards

You can use a Card Reader to securely attach a card to a Customer for future purchases, or do so during Keyed Entry. Contact info, email addresses, etc. – the same data across your entire Stripe Account.

Note: You can create a customer on the Customers screen any time – transaction not required

How It Works in Collect

  1. Open Customers and tap Create Customer.
  2. Read a card on a reader, enter card details manually, or skip card for now.
  3. Add basic contact info (name, email, etc.) and save.

Collect creates a normal Stripe Customer with an attached payment method (if provided). You can search for that customer later, charge any saved card again, or start a subscription using the same profile.

Start using Customer Management today.