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What is the Customer Cash flow Risk?
Answer The Cashflow Risk table can be found in Customers tab. It shows the top customers based on the amount owed to your company due to unpaid invoices...
Fri, 18 Jan, 2019 at 7:16 PM
How can I purchase a credit report?
Answer You can purchase a credit report for a customer from Customers tab Go to the Customer list Click on the shopping cart icon to purchase a credit...
Fri, 18 Jan, 2019 at 7:16 PM
What does the Customer Cash flow Breakdown?
Answer  The customer cash flow breakdown pie shows how your customer portfolio looks in terms of risk based on the customer credit rating.
Fri, 18 Jan, 2019 at 7:16 PM
Where can I see my customers?
Answer A list with all your customers can be found in the Customers tab. You are able to search, filter and sort your customer list. This screen also g...
Fri, 18 Jan, 2019 at 7:17 PM
What is Customer Analysis?
Answer Click on the customer company name to go to Customer Analysis. Customer Analysis gives you an overview of your customer's financial situati...
Fri, 18 Jan, 2019 at 7:14 PM
How can I repurchase a report for a customer?
Answer Go to the customer analysis page and click on Buy New Report button.
Fri, 18 Jan, 2019 at 7:19 PM
What is the customer details page?
Answer Click on the customer name to go to the customer details page. Find out information about the company, the upcoming collection actions, the most re...
Fri, 18 Jan, 2019 at 7:27 PM