Customer Setup
- Export and/or import Customers and Sites via CSV
- How to specify Minimum Invoice Charges
- How to add and edit Customer Kits
- How to add and edit Kit Templates
- How to Configure a Single User for Multiple Customers in the End Customer Portal
- How to Add and Edit Customers
- How to Add and Edit Customer Sites
- How to Add and Edit Customer Products
- How to Add and Edit Customer Service Items
- How to Add and Edit Product Templates
- How to Assign Rate Cards and Pricebooks
- How to Create Pro Rata charges for Mid-Month Quantity Adjustments
- What are Global Service Items?