Customers

Overview

In the pages below, we will review topics relating to customer files and customer management in Wise Option.

Table of Contents

1. Customer Alerts

2. Adjusting Individual Customer Billing Options

3. Adding Manual Charges or Credits

4. Printing a Statement

5. How to Merge Duplicate Customers

6. Reviewing Charges or Credits on Customer Accounts (Massively)

7. Massive Updates to Customer Files

8. New Customer Profile URL for Your Website

9. Find Invoice by Invoice Number

10. Adding a Customer

11. Editing Customer File Information

12. Adjusting Customer Balance

13. Client Communication