Manage Customers
A Customer Account is a centralized place to manage all billing information about user customers. Here users can manage all relevant information about customers billing, payment terms, billing contacts, etc. Users can also view all transactional history such as orders, subscription contracts, invoices, payments, credits, payment methods, etc.
- Customer Basics
- Filter Customers
- Manage Customers
- Edit or Delete a Customer
- Change Billing Contact for a Customer
- Customer Status
- Group Accounts in Batches
- Create New Contact
- Create or Import Customer Account Notes
- Customer Balance vs. Statement Balance
- Request Payment Method
- Restrict Payment Methods for End Customers
- Create a Payment for an Account
- Apply Payment Terms to New Customer
- Location Data Standards