We've gotten this question a couple time just recently. Do you need to write-off some bad debt in Accounts Receivable? Here's a quick tip on how to do it.
Every so often, we need to go through our customer records and clean-up or review our data. Think of it as Spring Cleaning for your business. If you have older customer records, maybe you want to
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