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Results for “customer” — 20 results

ARTICLE

Customer balance not showing on the form

Understand why a customer's advance balance or credit is missing from the invoice form.

ARTICLE

Selecting the customer on a sales receipt

Choose an existing customer or sell to a walk-in to build customer history and apply discounts.

ARTICLE

Selecting a customer at the POS

Link a POS sale to a named customer to track credit, discounts, or history.

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A customer balance looks wrong

Diagnose and fix an inaccurate customer account balance in Usystems.

ARTICLE

Selecting the customer on a sales order

Choose the right customer from your contacts and see their account details.

ARTICLE

FAQ: Customer Contact List Report

Quick answers to common questions about generating, filtering, and using the customer list.

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Selling to a one-time / walk-in customer

Record sales to unnamed or one-time customers without creating a customer account.

ARTICLE

Taking payment: cash, credit and customer balance

Choose how the customer pays—cash, card, customer balance, or a split payment.

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FAQ: Troubleshooting Invoices

Quick answers to common invoice questions and problems.

ARTICLE

Reading and interpreting the Customer Contact List report

Understand the report columns and how to use the data for sales and marketing.

ARTICLE

Selecting the customer on an invoice

Find and choose the right customer for your sale.

ARTICLE

FAQ: Balance Problems

Quick answers to common questions about customer, vendor, and account balances.

ARTICLE

Paying an invoice from the customer's advance (balance allocation)

Use a customer's existing credit or advance to settle part or all of an invoice.

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FAQ: Sales Receipt Basics

Quick answers to common questions about sales receipts and how they work.

ARTICLE

Advances and credit balances

Understand what happens when a customer or vendor overpays, and how to use that credit later.

ARTICLE

Creating a customer

Add a new customer to your system with contact details and payment preferences.

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Editing and deactivating customers

Update customer details or mark a customer as inactive when they stop ordering.

ARTICLE

Paying a sales receipt from the customer's advance (balance allocation)

Use a customer's existing credit to settle a sales receipt without collecting new money.

ARTICLE

Reading and interpreting the Customer Balance (Summary & Detail) report

Understand what the numbers mean and how to spot customers with overdue balances.

ARTICLE

FAQ: Creating Sales Receipts

Common questions and quick answers about creating sales receipts.