Suprata Support - Customer Accounts

Creating Customer Accounts

Creating customer accounts is the first step in organizing and managing your business relationships effectively. This process allows you to add new clients to the system, capturing essential information such as billing details, contact information, payment terms, and assigned account managers. By setting up detailed customer accounts, you streamline communication, billing, and job assignment, ensuring accurate records and efficient operations. Once a customer account is created, it can be accessed and managed from the Accounts section, providing a central hub for all client-related activities. Prerequisites: Authorised Users. Instructions From the main Dashboard, click the Accounts tab.

Viewing and Managing Customer Account Page

The Customer Account page provides authorized users with a comprehensive overview of individual customer accounts. This centralized interface allows you to access and manage all aspects of a customer's information, including billing details, contact information, account managers, and payment terms. You can review key financial metrics such as lifetime value, account credit, outstanding balances, and open jobs. The page also features interactive tabs that let you navigate through jobs, invoices, estimates, agreements, and schedules associated with the customer. Additionally, you can add notes, export data, and utilize interactive search to retrieve specific information. This holistic view streamlines customer management, ensuring efficient communication, accurate billing, and effective se...

Account Page Features

The Account Page serves as the central hub for managing customer accounts, offering a comprehensive overview of account details, transactions, and activity. Divided into intuitive sections, it allows users to quickly access essential information such as account metrics, job history, invoices, and service agreements. Interactive features, such as tabs for navigation and an AI-powered search tool, make it easy to retrieve specific data and take action. With tools for editing account details, viewing balances, and managing contacts, the Account Page ensures efficient and organized account management. Prerequisites: Authorised Users.

Import Accounts

Please see the following link for full instructions Link (Coming Soon)

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Knowledgebase Customer Accounts

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Creating Customer Accounts

Viewing and Managing Customer Account Page

Account Page Features

Import Accounts