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Customers

Customers
1

Setup

1. Setup
 
Refer to Setup.
2

Customer Accounts

2. Customer Accounts
Refer to Customer Accounts
3

Customer List Edit

3. Customer List Edit
Refer to Customer List Edit
4

Opening Balances

4. Opening Balances
Refer to Opening Balances
5

Sliding Scale

5. Sliding Scale
Refer to Sliding Scale
 
6

Recurring Items

6. Recurring Items
Refer to Recurring Items
7

Billing Run

7. Billing Run
Refer to Billing Run
8

Debit Order Run

8. Debit Order Run
Refer to Debit Order Run
9

Write-Off

9. Write-Off
Refer to Write-Off
 
10

Customer Transfer

10. Customer Transfer
Refer to How to do a Customer Transfer.
11

Business Unit Transfer

11. Business Unit Transfer
Refer to Business Unit Transfer
12

Interest Run

12. Interest Run
Refer to Interest Run
13

Student Transactions

13. Student Transactions
Refer to Student Transactions
 
14

Quote

14. Quote
Refer to Quote
15

Order

15. Order
Refer to Order
16

Invoice

16. Invoice
Refer to Invoice
17

Credit Note

17. Credit Note
Refer to Credit Note
18

Debit Note

18. Debit Note
Refer to Debit Note
19

Receipt

19. Receipt
Refer to Receipt
20

Refund

20. Refund
Refer to Refund
21

Variable Group

21. Variable Group
Refer to Variable Groups.
22

Email Statements

22. Email Statements
Refer to Email Statements
 
23

SMS Balances

23. SMS Balances
Refer to SMS Balances
24

Reports

24. Reports
Refer to Reports

The contents of Customers

Setup
Customer Accounts
Customer List Edit
Opening Balances
Sliding Scale
Recurring Items
Billing Run
Debit Order Run
Write-Off
How to do a Customer Transfer
Business Unit Transfer
Interest Run
Student Transactions
Quote
Order
Invoice
Credit Note
Debit Note
Receipt
Refund
Variable Groups
Email Statements
How to SMS Balances to Customers
Reports
Made with help of Dr.Explain