TFX Biz-Flow Comprehensive Guide
  • Quick Start
    • Sell Module Guide
      • Introduction
      • Navigating the Sell Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
        • Product Management
          • Overview
          • Adding a New Product & Services
          • Adding Products/Services via CSV
        • Price List Management
          • Overview
          • Setting Up & Updating Prices
        • Customers Management
          • Overview
          • Adding New Customers
          • Customer Information Management
        • Invoice Management
          • Overview
          • Invoice Creation
          • Editing and Deleting Invoices
      • Compliance with LHDN's E-Invoice Enforcement
    • Buy Module Guide
      • Introduction
      • Navigating the Buy Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
              • Purchases with PO
              • Purchases Without PO
              • Detailed Procurement Tracking
        • Purchase Requisition
          • Overview
          • Step-by-Step Guide to Creating a Purchase Requisition
        • Initiating Quotation/Tender Process
        • Vendor Evaluation
        • Selecting a Vendor
        • Supplier Invoices and Goods Receipt
          • Goods Received Note
        • 3-Way Matching Process
        • Handling Discrepancies in Procurement
        • Inventory and Asset Management
        • Additional Procurement Scenarios
        • Conclusion
    • Pay Module
    • Accounting Module
      • Right of Use (ROU) Asset
      • General Ledger
      • Direct Costs
      • Viewing General Ledger Accounts
      • Subsidiary Ledgers
      • About Debit Note
      • Real-Time Financial Statements
    • Manage Module
      • Inventory Module
        • Inventory Management
        • Our Inventory Management Application
        • Product & Material Inventory Ledger
        • Transfers
        • Issues To Production
        • Adjustments
        • Importance of Stock Count
        • Valuation of Inventory
      • Asset Register Module
        • Non-Current Asset Register
        • Fixed Asset Register
        • Depreciation Methods
        • Disposal/Write Off of Fixed Assets
        • Asset Impairment
        • Maintenance History
      • Project Accounting Module
        • Contract/Project Accounting Module
          • Project Accounting
          • Contract Accounting Ledgers
          • Invoicing
      • Data Migration Module
        • Migration at the end of a Financial Period
        • Migration Process for Trade Receivable and Payable
        • Migration of Fixed Assets
        • Migration of Inventories
        • Migration of Other Asset, Liability, and Equity Accounts
        • Migration During a Financial Year
        • Trade Receivables & Payables
        • Our Data Migration Facilitations
        • Sales Invoice Migration
        • Vendors Invoice
  • FAQs
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  1. Quick Start
  2. Sell Module Guide
  3. Navigating the Sell Module
  4. Customers Management

Customer Information Management

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Last updated 1 year ago

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.

Customer Management
Reporting and Analytics