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Customers

How to add and edit customers. How to import customers.
  • Write Off Customer With Balance Remaining

      To write off a customer with balance remaining, click the Customer Tab>Customers.       Find the customer you’re...
  • Customer Statements

    You are able to generate customer statements that show invoices and or payments for any date range. To view and...
  • Customer Map

      You can view your customers on a map and filter which ones you can see. To do this, go...
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