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How to Create an Account Customer
How to Create an Account Customer Instructional video also included below for easy reference Account Customers within Synkd, directly link to your customer records in your accounting system. Here's how we create an Account Customer; 1. Locate and ...
Differences between "Operational Customer" and "Account Customer"
Differences between "Operational Customer" and "Account Customer" There are 2 main record types when referring to customers , each one plays a crucial role within the system. Operational Customers Located in Service management or POS, which links ...
How to Link/Unlink a Operational/Account Customer
How to Link/Unlink a Operational/Account Customer 1. Navigate to the Operational Customer menu. - Search and select the customer you want to link to the Account Customer 2. OR simply unlink from the Account Customer. (Instructional video also ...
Adding a Account Customer to a Customer Class
Adding an Customer Class to an Account Customer The 2 main types of Customer Class posting are: Account: Operational Customer history is record 1 for 1 in the Financial System. Generic: The Operational Customer invoice/s will sync to the Financial ...
How to Add Features to my Account (POS, Warehousing, Purchasing etc)
How to Add Features to my Account (POS, Warehousing, Purchasing etc) To add features to your account, such as POS, Warehousing, Purchasing etc. Please email sales@cirralto.com.au or call 1300 682 108 (Option 1).