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How to Capture Customer Details on your Smartphone App

Merchants need to locate and view a customer’s account details on their smartphone in order to apply loyalty rewards, gift transactions, or review account information.

Follow the steps below to locate a customer account:

  1. Open the Facilipay Merchant App on your device.
  2. Choose one of the following methods:
    1. Search by Account Number., ID, Name, or Email
      1. Enter the customer’s ID, name, or email address.
      2. Alternatively, use the toggle to search using the account number
      3. Select the correct customer from the search results.
    2. Scan QR Code
      1. Open the QR scanner inside the app.
      2. Position the customer’s QR code within the camera frame.
      3. Wait for the app to recognise the code and load the account.
  3. Once located, the customer account screen will display:
    1. Customer name
    2. Account balance