Watch our video walk-through:
How to add a customer in Truss:
1) Add them from the customers tab
On the left side of the Truss dashboard, click 'Customers'.
On the top right corner of the customers dashboard, click '+ New customer'.
Enter the customer's details. The phone number and secondary email fields are both optional. Once done, click 'Add'.
Note: If you add a secondary email, both email addresses will receive a notification when a new payment request is created, and both recipients will be able to accept and pay the request.
Your customer will then be added.
2) Add them as part of a new transaction
On the left side of the Truss dashboard, click 'Receivables'.
On the top right corner of the contacts dashboard, click 'Request payment'.
Click the customer dropdown to access '+ New customer'.
Enter the customer's name and primary email, as well as the secondary email and phone number if you so choose, then click 'Add'.
Once the payment request is sent, the customer will be added to your customer list.
3) Accept a Truss payment from them
Once you accept payment from another Truss user, they are automatically added to your contact list. This method requires no action from you.