InvoiceSherpa - Customers Tab

Welcome to this tutorial, where we'll be your guide through the Customers section of the platform. During this video, you'll learn how to efficiently view and manage all your synchronized customers, gaining access to their contact information, outstanding accounts receivable, and customer groups.

We'll demonstrate how to enable reminders, statements, and late fees for your customers, empowering you to streamline your invoicing process. Additionally, you'll discover how to manually send late fees when necessary.

Furthermore, we'll walk you through the process of changing customer groups and creating new custom groups, providing you with enhanced organization and management options.

Invoice Sherpa - Customers Tab

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us