How do different types of groups get created, i.e. Reachable v Instant Profile?

[allisongregg]

I took a few cards while out at a vendor event and the customers information comes up as Instant Profile.  The only time customer information shows up after a sale is if I entered an invoice in.  How can I make it so I can follow up with my customers without having to create an invoice? 

[Helen]

Hello @allisongregg!

Instant Profiles are created when you take a card payment with Square using the reader. The customer's name is read from their card in order to create the Instant Profile.

When you send a customer an Invoice you're creating a Profile. Profiles are different because you're entering the information about the customer, Square isn't reading the information from their card.

There's more information about profile definitions and using the customer directory in our Support Center — but if you have any other questions about this please let me know!