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- Tracking customers in the system provides additional reporting such as revenue by customer, accounts receivable aging/statement, profitability, etc.
- Default information such as pricing schedules, payment terms, line item structures, and much more can be defined at the customer level Customer and Location levels to stream line the job/work order setup process
- Additional operation information can be tracked including credit limits and customer hold information
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- Billing & Accounts Receivable > Customers > Customers
Video:
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