Customer
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 ...
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 ...
How to Create an Operational Customer
How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...
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 a Customer Class
How to Add a Customer Class Please view article on what is a customer class for more information. 1. Navigate to side menu, Customer > Classes 2. Select "New Customer Class". 3. Next give the class a name and description. 4. If desired, you can ...