13. Customer Account Management
🎬 Generating a General Debtors Report
This page has a video guide on how to use the General Debtors Report in Retailer. For a written guide on this subject, follow the link below:General Debtors Report
🎬 Overdue Accounts and Late Fees
This page has a video guide on how to charge late fees on overdue accounts in Retailer. For a written guide on this subject, follow the link below: Charging/Removing Late Fees
🎬 Merging Customers
This page has a video guide on how to merge customers in Retailer. For a written guide on this subject, follow the link below:Merging Customers
🎬 Importing A Customer Database
This page has a video guide on how to import a customer data file into Retailer. For a written guide on this subject, follow the link below:Importing a Customer File
🎬 Generating Customer Account Statements
This page has a video guide on generating customer statements for your account customers in Retailer. For written guides on these subjects, follow the links below:Printing & Emailing Account Statements Previewing Statements
🎬 Balance Adjustments
This page has a video guide on how to do a Balance Adjustment on a customer's account in Retailer. For a written guide on this subject, follow the link below: How to do a Balance Adjustment
🎬 Account Statement and Term Settings
This page has a video guide on the customer account statement settings in Retailer. For written guides on these subjects, follow the links below:Customer accounts and statements - How it works Creating / Editing Statement Options & Details