You might have never noticed the “print” button at the top of each customer activity screen. If you or your customer would like a quick breakdown of what they owe, when, and why, this is the printout you have been looking for. Print out your customer’s information, balances, fees, payment schedule, and amount already paid. [...]
Categories
RSS Links

What Kind of “Stuff” Can You Track?
If you have miscellaneous notes that you would like to keep track of, you can enter them into your customers’ “Tracking Stuff” button. You can separate these notes by dates, and by different categories. Then, when you want to pull a list of all these items, you can view the “Reports on Tracking” from your [...]