Customers - Business Hub

Manage Customers

• Add new customer
• Import customers
• Export customers
• Edit customer account details
• Edit customer login details
• View a Customer's Account Activity

See all 8 articles

Manage Companies (V8.5 and above only)

• Add new company
• Edit company
• Add contacts to a company
• Specify roles for company contact
• View a Company's Account Activity
• Delete companies

Account Statements

• Account Statements

Record Payments

• Record Payments

Account Management from Customer's View

• Edit login details - Customer view
• Reorder previous purchase - Customer view

Account Management from a Company Manager's View

• Edit company details - company manager view
• Manage company contacts - company manager view