Customers
By Lance and 1 other2 authors30 articles
- How to Add, Remove, and Apply Account Credit
- How do I add a new customer?
- How do I enable automatic renewal for a customer?
- PO number is not showing on the customers' invoice
- Can I enable/disable email delivery for a customer?
- Customer's account is showing an outstanding balance and I don't know why.
- How do I add a discount?
- Can I add multiple contracts / agreements to the same customer?
- If I am not with the customer, how can I get him or her to sign the contract remotely?
- How do I delete a customer's credit card?
- What can the customer do in the customer portal?
- How do I change pricing for an agreement?
- Can I resend an email to a customer?
- How to cancel a job and invoice
- Instructions for editing an unpaid invoice due date.
- Can I send emails to two email addresses at the same time?
- How do I change a customer's billing address?
- How do I activate autopay for an existing customer?
- How do I send an SMS form letter from the customer's profile?
- How do I input credit card information?
- How do I deactivate or put a customer on hold?
- How to edit an unpaid invoice.
- How do I set up the online portal for a customer?
- Questions about parent / child accounts.
- When I send an email to a customer it bounces. How do I fix that?
- Can I delete an agreement or a customer?
- Is there a way to assign a contract or customer to a different branch?
- How do I change a customer's service address, email, and phone numbers?
- How do I assign a tax rate to a customer?
- How do I show that a customer needs to be scheduled for a specific time?