Customer Records

How to process a Store Credit on a Customer Record / How to Report on Store Credits
This article will explain how to process a Store Credit on a Customer Record and then how to report on Store Credits Prerequisite For a user to be ...
Wed, 21 May, 2025 at 1:24 PM
Customer Order Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)
This article will explain how to receive a Payment of Account in Blackpurl for invoices that are showing as outstanding in your accounting package Prer...
Wed, 21 May, 2025 at 1:32 PM
Change Price Level on Customer Record
This article will cover off this scenario: A customer has purchased a unit off you so you are now offering them a VIP Price LevelĀ for all work and purc...
Wed, 21 May, 2025 at 1:33 PM