Setup Customers

A managed customer list for post-paid invoicing.

Highlights

• Post-paid billing
• Ideal for corporate traveller and tour companies
• Company lookup and validation

Properties

• Inventory mapping table
• Discount option
• Tax exemptions

Limitations

• No maximum dollar limit

Setup a customer

1. Click Tools > Accounting > Customers.
2. Select a Customer.
3. Set the Service and Member.

   

4. Optional.  Set the Discount.
5. Optional.  Set the Tax Exemptions.
6. Click OK.

Setup Rates

Rates allow mapping of replacement inventory items when processing the payment.

Reports

1. Click View > Web Reports.
2. Under the Accounting section, click Customers Report.