Reports – Account Statements
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Customers
How to manage your customer data and settings.
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Set A Contract Inactive
This article explains how to set an existing contract to Inactive status. Inactivating a contract prevents it from being used... -
View Customers Assigned to a Contract
This article explains how to view all customers that are assigned to a specific contract. This functionality is useful for... -
How to Print Contract Name On Invoices
This article explains how to configure the system to automatically print the Contract Name on customer invoices. This is useful... -
Viewing a Customer’s Average Ticket Size
The system allows you to quickly review a customer’s average ticket size, along with other key sales metrics that help...