Customers

💡These articles explain customer records, settings and categories, Price Lists, budgets and deposits, the customer age analysis and ledger, account queries and overdrawn customers.

Articles#

• Creating and Editing Customers Tutorial: Shows how to create and edit customer records and job positions.
• Customer Age Analysis: Lists the settings, buttons, filters and fields for managing outstanding customer balances.
• Customer Age Analysis Tutorial: Shows how to send customer statements and follow up on outstanding accounts.
• Customer Budgets Tutorial: Shows how to create, edit and delete sales budgets for each customer.
• Customer Categories Tutorial: Shows how to create and edit Customer Categories.
• Customer Deposits Process Guide: Compares three methods for handling Customer Deposits and sets out the implications of each.
• Customer Deposits Tutorial: Shows how to request, record and allocate Customer Deposits using four different options.
• Customer Ledger Tutorial: Shows how to view customer accounts in the ledger and create receipts, refunds, overpayments and discounts.
• Customer Price Lists: Describes Customer Price Lists: how the Adj % changes sell prices, the default Price List, where Price Lists are used and when one can be deleted.
• Customer Price Lists Tutorial: Shows how to create Price Lists that apply markups or discounts to groups of customers.
• Customer Settings & Categories: Lists the customer user settings and the buttons and fields for Customer Categories.
• Customers Edit View: Describes the header, tabs, buttons and fields on a customer record.
• Customers List View: Lists the buttons, filters and fields in the list of customers.
• Manage Account Queries Tutorial: Shows how to log, track and close account queries as service tickets in the Service Manager.
• Managing Overdrawn Customers Tutorial: Shows how to find customers over their credit limit and suspend or reinstate their accounts.