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How To
- How to add a new customer?
- How to register a payment on an account receivable customer?
- How do I print labels for the customer monthly statements?
- How to manage the Reminder Window? How to not send a Reminder to customers who have already come in?
- How to create Reminders?
- How do I credit an invoice or refund a customer?
- The AR (accounts receivable) code no longer functions correctly in the Point of Sale window
- How to locate a specific invoice in a customer’s history
- How do I manage invoicing for customers with a fleet of vehicles?
- Understanding the different letter reminder templates to re-contact customers - V7.0
- Activate the visual color labels in the POS that indicate the use of the customer's line of credit - V7.0
- How to transfer a vehicle/car from one customer to another
- The data from your sales reports is different even if the date ranges are the same.
- How to find or provide road directions and map to and from the customer’s address to my shop?
- How do I address my invoice to the attention of a specific individual?
- How to print customer labels? / Customer report by visits.
- How do I print customer labels for promotions or Christmas cards
- How to send your account sattements by e-mail / mail (display and print)
- How to send reminder letters or follow up by email
- Entering previous account receivable statement amounts and balances
