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Features that stand out when handling customers:

  • Each customer can have unlimited contacts, of multiple, user-definable types
  • Each customer can have unlimited addresses, of multiple, user-definable types
  • Customers can be marked tax-exempt
  • Notes, time-stamped and tracked per creator, can be stored for contact management
  • Customers can be assigned to a user-defined credit rule, such as "no credit", "has credit", or "credit hold"
  • Credit limits can be assigned and tracked through time
  • Collection reports can be segmented out by credit rule
  • Annual spend, monthly spend, and payment promptness reports help guide credit limit decisions
  • Any write-offs or bounced checks are handled without needing manual GL (General Ledger) posts, and made obvious in the customer account