Customers

This page is here to give you a summary of your customer's status. It includes their contact details, outstanding balances, average days past due, and customer group. Moreover, it helps you identify customers with reminders, statements, late fees, and autopay settings.

• By using the dropdown menu located at the top left corner of the page, you can easily perform various functions for one customer or multiple customers at the same time.

• Feel free to 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.

• There are three more sections within the customer's profile section
• Open Invoices - Which is explained in more detail here

• Invoice Notes - Feel free to add any personal notes related to the invoice here

• Credit Memos - You'll be able to see any credits given to the customer here