User Manual

User Manual

Customers and Billing:

1. Adding a new customer

2. List of Customers

3. Customer Profile: Summary

4. How much does the client owe us?

5. Invoices: Sending invoices to the Customer

6. Sending Statements

7. Customer Adjustments

8. Pushing Documents to SageOne

9. Client portal

10. Additional Contacts: Adding and Removing them

11. How to complete the month end billing run on DataTill

Lead to Receipt:

Lead to Receipt: Overview and general actions

Lead to Receipt: Sales Leads

Lead to Receipt: Surveys

Lead to Receipt: Quotes

Lead to Receipt: Customers

Lead To Receipt: Job Cards

Lead To Receipt: Invoicing