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Customers Tab

Customers Tab

A collection of articles that will help you understand the different sections of the Customers tab.

Customers Tab Overview

Add a Claim Number to an Email

Enhanced Customer Activity List

25 MB Document Limit in AR Workflow

Customers

Add a New Customer to AR Workflow

Reactivate a Deleted Customer

Convenience Fees

Edit or Update Customer Details

Filter the Customer List.

Export a List of Customers in AR Workflow

Customer Details Screen

Download a Customer Statement

Customer Payment Settings

Promise to Pay

Make Edits to a Deleted Customer

Sub-Customer and Parent Customers

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Billing Contacts

Add a New Billing Contact

Edit a Billing Contact

Manage Billing Contact Activity and Assigned Customers

Merge Multiple Billing Contacts