Customers

This page will provide a snapshot of your customers 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.

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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.

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

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

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

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