How to Store Customer Data

How to Store Customer Data

Written by Lonnie Passoff
Last update: Thursday, Jan 02, 2025

In order to add a new customer to your CUSTOMER LIST, you will need to take the following steps.

  1. Log into your merchant account.

  2. Go to DEBITS on the menu bar.

  3. Click on CUSTOMER HUB.

  4. Click on CREATE NEW CUSTOMER.

  5. Fill in all requested information.

  6. When you are finished, click SAVE CHANGES.

After processing a debit from a customer, you can add them to your CUSTOMER LIST by following these steps:

  1. Log into your merchant account at Green.Money.

  2. Go to DEBITS on the menu bar.

  3. Click on SEARCH TRANSACTIONS.

  4. Enter the information, such as the Last Name. Click on the SEARCH button.

  5. Click Add to Customer List on the right-hand side.

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Written by Lonnie Passoff.