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CRM - Customers/Companies, Contacts and Suppliers
How to manage, track and report on your customers and suppliers
3 articles
Merge Companies/CustomersIf you have duplicates use this method to merge them into one
Credit LimitsManage credit limits based on unpaid invoices and current orders
Set a Customer's Tax CodeIf a customer has a tax rate set, Quotations, etc., will use that instead of the item codes when items are added.