Standard customer information associated with an item includes:
Customer name, contact details (address, phone number, email), and purchase terms.
You can also override the default settings (payment method, payment terms, and price list) for specific customers, giving you flexibility to tailor transactions to their needs.
Users can easily access the transaction history for a specific customer to review past interactions and payment statuses.
Users can track customer communication history directly within the app, ensuring precise and timely correspondence regarding invoices and payments.
Users can mark invoices as paid when payment is received, and the app updates the customer's account balance accordingly.
The app may generate alerts or reminders to follow up with the customer if payment is partial or overdue.
These insights help businesses make informed decisions regarding customer relationships, credit policies, and financial planning.