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Configuration
- How to set a credit limit for a customer?
- How to change a customer number / client number?
- Print timestamp on the invoice
- Taxes configuration by customers
How to
- How to assign a language of correspondence to a french or spanish client/customer - V6.0
- How do I put a customer on credit block or pending for credit approval?
- How can I add another customer to the same telephone number?
- How to merge/delete doubled customers and keep the history?
- Management of delivery orders with multiple addresses and transporter
- How to activate / use shop supplies?
- How to print customer label directly from customer's file?
- Managing inactive customers and deleting them - V7.0
- How to access main customer information in one click in the POS
- Searching from the POS for customer by name or other criteria
- Group Discount
- Customer Importation / exportation
- How to send an estimate to two contacts / email addresses simultaneously
Related Links
- How to register a payment on an account receivable customer?
- How to manage the Reminder Window? How to not send a Reminder to customers who have already come in?
- How to create Reminders?
- How do I credit an invoice or refund a customer?
- The AR (accounts receivable) code no longer functions correctly in the Point of Sale window
- How to locate a specific invoice in a customer’s history
- How do I manage invoicing for customers with a fleet of vehicles?
- Activate the visual color labels in the POS that indicate the use of the customer's line of credit - V7.0
- How to transfer a vehicle/car from one customer to another
- How to find or provide road directions and map to and from the customer’s address to my shop?
- How do I address my invoice to the attention of a specific individual?
Reporting
- Sales report and statistics
- How to print customer labels? / Customer report by visits.
- How do I print customer labels for promotions or Christmas cards
- How to send your account statements by e-mail / mail (display and print)
- How to send reminder letters or follow up by email
- Understanding the different letter reminder templates to re-contact customers - V7.0
- How do I print labels for the customer monthly statements?
- The data from your sales reports is different even if the date ranges are the same.
