With the client card module, you can reward customers with points for purchases of products and services. This article will explain how a client can redeem points. Before you start Step-by-step instructions Search for the client and open the tab Uninvoiced. Select that you want to use the client card…
The “Outstanding Invoices” page provides a summary of all clients who have an outstanding balance. The table displayed provides details of the outstanding balance, the number of open invoices and the date the client last made a payment. Before you start Step-by-step instructions Go to > Financial > Outstanding invoices….
The new debtors management works for all open invoices and does not contain a selection per location. The objective is to remind multiple invoices at once. Besides this, there is an overview of the total open amount per client. Before you start Debtors management You can design the way you…
Clients that usually do not pay each visit but receive an invoice once a month (or any other set period) can be set up as monthly account clients. Monthly accounts allow you to invoice a group of clients with one click. It is primarily used for large animals and horses…