Customers Section

This page will offer an overview of your customers' status. This encompasses their contact details, outstanding balances, average days past due, and customer group. Furthermore, it enables you to identify customers with reminders, statements, late fees, and autopay settings.

  • By utilizing the dropdown menu positioned at the top left-hand corner of the page, you can execute various functions either singularly or across multiple customers simultaneously.

  • One can click on the customer’s name to navigate to their profile.

  • From this location, users can enable or disable statements, late fees, and reminders by accessing the options provided in the top right-hand corner of the screen.

  • Scroll down to the section titled "Open Invoices." Utilize the dropdown menus to access a range of functions for each invoice.

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