Using the Customer Detail screen

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...
Sun, 11 Nov, 2018 at 9:26 AM
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 Preferences for a Customer
There are a few different preferences that control how InvoiceSherpa communicates with your customers. These preferences control whether automatic reminders...
Sun, 11 Nov, 2018 at 9:26 AM