Working with Customer Detail

Work with a Customer
The detail screen for a customer provides information about that customer so that you can take the appropriate action to ensure you get paid. You can op...
Mon, 16 Oct, 2017 at 4:54 PM
View Customer Information
The Info section on the Customer detail screen shows the date the customer last made a payment. It also shows the last contact, such as if an automatic remi...
Mon, 16 Oct, 2017 at 5:03 PM
Change a Customer's Email
InvoiceSherpa pulls in the email address for a customer from your accounting software, but you can override that information. To change a customer&#x...
Tue, 31 Oct, 2017 at 4:03 PM
Changing Settings for a Customer
There are a few different settings that control how InvoiceSherpa communicates with your customers. These settings control whether automatic reminders are s...
Mon, 16 Oct, 2017 at 5:08 PM