New Feature -- Credit Limit Checking in OE and Mobile Sales Portals
SouthWare has added new customer related portals in Rev. 16. Start using the Find Customer Portal to review and edit customer information.
Do you want to quickly a new customer information? Have the option to use a simple or more detailed entry screen? These options are available using the new portal -- Add Customer Portal.
Are you new to SouthWare? Or do you want to review a SouthWare feature you haven't used before? We have some new training guides available.
Do you have Customer accounts that have fully paid invoices but the invoices are still showing up in the open items list? Would you like to clean up those records and send the invoices / payments
Frustrated by a customer invoice that just won't clear from the AR aging report. Check out this quick tip on how to find and clear these orphaned invoices and payments.