Articles
Customers
Customers
Records > Customers
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 8 minutes long. Written instructions are below the video.
NOTE: If viewing from the rig...
Customer Summary Transactions
Customer Summary Transactions
Daily > Customer History > Customer Summary Transactions
Displays A/R invoices and receipts for a customer in summary. Invoices or receipts with multiple lines will be displayed as one line. Re...
Customer Detail Transactions
Customer Detail Transactions
Daily > Customer History > Customer Detail
The menu option under Customer Summary allows you to display invoices, receipts, or both (All). Records > Customers > Customer Detail.
This scre...