What is the Customer section of Accounts V2?
The Customer section contains four sub-sections: Invoices, Master Invoicing (only available if you have access to a Master account), Invoice Retrieve and Customer Transactions.
Across these sections, you can create invoices to forward to your customers, review all your previous invoices that have been forwarded to customers, pay off your invoices and issue any credit notes.
How does it work?
Invoices
Perform final checks on your dockets and create invoices to forward to your customers.
For more information, see Invoicing.
Master Invoicing
Search and manage sub-account invoices for a master account. Only available if you have access to a master account.
See Master Invoicing for more information.
Invoice Retrieve
Contains all your previous invoices that have been forwarded to customers.
For further details, see Invoices Retrieve.
Customer Transactions
Pay off your invoices and issue any credit notes.
For information about this screen, see Customer Transactions.
What are the benefits?
The customer section allows for easy review of your invoices, making it simple to forward them to your account customers. You can also add credit notes and credit/debit accounts as needed and view all previous invoices in the customer transactions screen.