Subcategories

• How to add pending invoices to the Customers tab

  What are pending invoices? Pending invoices are invoices not yet issued but identified to be issued in the future as...

  September 5th, 2025 325 views 0 likes
• How to change the definition of a Reactivated customer vs a New customer

  This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and...

  February 12th, 2026 425 views 0 likes
• How to create a new report on the Customers page; How to use Customer page reports throughout the system

  By default, the Customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) and MRR (full month...

  July 14th, 2025 613 views 0 likes