1. How to create a customer contact?

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 […]

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3. How can I filter my contacts?

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?

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4. Where and how can I set the payment terms for a customer?

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 […]

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6. Can I delete a contact?

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?

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9. How do I create a new transaction for a customer?

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?

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11. How do I import/export contacts?

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?

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