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