Customers Section

This page will provide a snapshot of your customer's status. This includes contact information, outstanding balances, average days past due, and customer group. It also allows you to see which customers have: reminders, statements, late fees and autopay on/off.

Using the dropdown menu located at the top left-hand side of the page you can perform a number of functions either individually or to multiple customers at once.

You can click on the customer’s name to be brought to their profile.

From here you can turn on/off statements, late fees and reminders on the top right-hand side of the screen.

Scroll down to “Open Invoices.” Using the dropdown menus, you can do a variety of functions per individual invoice.