Customers

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. ...

When the billing season ends, there are three options to handle money left in customer Prepay accounts. Leave the money in Prepay and use it on future Invoices (no action required). Refund the money to the customer. Apply the remaining Prepay mo...

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 + ...

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...