View Average Ticket Size for a Customer
Quickly view the average ticket size for a customer by clicking the Customer icon. Highlight the desired customer and select...
Customers
How to manage your customer data and settings.
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Reset Options for Sub-Accounts
Resetting allowances, credit limits or turning off restrictions for sub-accounts is fairly simple in the program. To get started, go... -
How to Import a Customer List
Importing a customer list is the quickest way to get a group of customers into the program. Customers can be... -
Print Contract Name On Invoices
If you’d like the program to automatically print the name of a contract on an invoice, you can easily configure... -
Creating A Contract
Creating a contract for specific groups of customers is an excellent way to offer special pricing to certain customers. To...