Customer Statements
How to print or email a customer’s statement of account: what’s on it, choosing the period, statements for several customers from Who owes you, how to pay, and who can make one.
Read article: Customer StatementsCustomers help
Help for Customers in Work Planner.
Articles
Transferred-Customer Behavior
How transferred customers behave in filters, detail views, and edit protection across the tenant app.
Read article: Transferred-Customer BehaviorBilling Request and Direct Debit Setup Flow
How to create, review, copy, resend, and replace the customer Direct Debit setup link through GoCardless.
Read article: Billing Request and Direct Debit Setup FlowCustomer Subscriptions Flow
How customer subscriptions work when GoCardless is available, including mandate requirements, subscription creation, and cancellation.
Read article: Customer Subscriptions FlowCommunication Actions
How to message and print for selected customers from the Customers list, and where those messages appear afterwards.
Read article: Communication ActionsCustomer Detail View
How the customer detail view is organised, including stats, tabs, payment integration details, and the new linked text-message history.
Read article: Customer Detail ViewEditing a Customer
How to edit a customer, including status changes, payment integration details, and what you can no longer change on transferred customers.
Read article: Editing a CustomerCreating a Customer
How to create a customer record, including source, address, contact details, primary email, and additional email handling.
Read article: Creating a CustomerCustomer Filters Popup
How to filter customers by status, source, payment integration, and business from the Filters panel, or the filters popup on a phone.
Read article: Customer Filters PopupCustomers List
How to search, filter, open, and action customer records from the Customers list.
Read article: Customers List