Customers

Articles

Customer Setup
Add Customers by going to File / Open / Customers and selecting Add . Profile Customer ID – Enter a unique ID consisting of up to six characters. The ID is used throughout the Agvance modules to call up or refer to this customer. The fi...
Transfer Customer Prepay
When the billing season ends, there are different options available for handling money left in Customer Prepay accounts, including:  Allow the balance to remain in the Customer’s Prepay so that it may be used on future Invoices (no action ...
Available Credit Calculation
Available Credit  found on the Credit tab of the Customer file is calculated by taking the credit limit less the customer’s balance.  The customer’s balance is calculated using the following formula: Current Balance + the sum of the Extende...
 Price Quotes
Create verbal quotes on Customer profiles for reference. In the Hub or Accounting module, navigate to File / Open / Customers .  Select the customer and choose Edit .  On the Edit a Customer window, select the Quote button. If a ...