For those who registered with DataQlick and connected from integrated platform -all contacts (customers and vendors) are automatically imported from user account(s). If you want to create new customer, there are 3 ways how it can be done: Creating customers from the Customers module Create new customer during invoice creation Import customers (mass upload) using […]
Filtering customers are done on many pages: Customers Invoices Analysis (every page). Example of Filtering by Customer using drop-down filter: How helpful was this article?
Payment terms for each customer can be preset during creation of new customer or in Edit customer page. Use Accounting integration section box in field Terms: There are following options can be chosen: Due on Receipt will automatically insert today’s date during invoice creation. Net 15 adds 15 days to today’s date Net […]
In DataQlick customers and suppliers are defined as two separate entities for greater control and analysis. So, if supplier and customer are the same company they still should be established separately. How helpful was this article?
Yes. Any contact (customer or supplier) can be deleted. DataQlick can recognize customer or supplier with previous activity and does NOT delete this records and does NOT delete customer or supplier. It will archive it and remove from your visibility. How helpful was this article?
Yes, you can add as many as same names contacts as you want, but its Display name must be unique. How helpful was this article?
Creating new transaction (Invoice) for specific customer is done the same way as Create new Invoice. From Inventory page all items selected in Selection List will be processed into new Invoice. Customer will be chosen then: See more info about creating invoice here. How helpful was this article?
10. If I modify the address of my contact, will that reflect in the invoices created for this contact?
If you modify address of your customer now all your past invoices still will have original old name. Unless you want to fix name to new you would need to go to old invoice, select customer again and save it with new address. How helpful was this article?
Import and export contacts is easily done using Import/Export button on Customers page. More detailed info on how to export and import customers is described in this subjects: Import customers (mass upload) using csv file How helpful was this article?