Customer Information Management
Last updated
Last updated
Customer Financials and Actions
Outstanding Balances: The interface clearly indicates the balance due and the overdue amounts for each customer, streamlining accounts receivable management.
Actions: Perform various actions such as receiving payments or resending invoices by selecting the appropriate option from the dropdown menu next to each customer.
Customer Statements and Communication
Accessing Statements: To view a customer's statement, click the 'View' link next to their name. You can select specific months and years to customize the reporting period.
Sending Emails: Use the 'Send email to all customers' feature to distribute mass communications regarding updates, reminders, or statements.
Reporting and Analytics
Sales and Payment Tracking: The Customers tab includes functionality for tracking sales and payments, which is crucial for financial reporting and cash flow analysis.
Custom Reports: Generate custom reports based on selected criteria to gain deeper insights into customer behavior and sales trends.
Conclusion
Effective management of the Customers tab in TFX Biz-Flow is crucial for the success of your business. By understanding and utilizing the tab’s features, you can enhance customer satisfaction, encourage prompt payments, and drive sales growth through informed decision-making and strategic marketing initiatives.
