Add A Customer Promo Code
Adding a customer promo code on the customer record is an excellent way to keep track of how your customers...
Customers
How to manage your customer data and settings.
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View Total Sales Stats for Sales List
This article will cover how to get a summary of the total sales on your sales list, you can use... -
Add New Customer Classification
This article will cover how to create a Customer Classification (Class). Classifications can be helpful when grouping customers together. You... -
Assess Finance Charges to Customer Balances
This article will cover how to Assess Finance charges to customers open balances. To start you will go to Activities>Finance... -
Reports – Account Statements
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