Kingston & Co. Developments is a regular customer of IckyLeaks.
We need to add them as a contact to track sales made and what’s owing.
And we want to make sure that we always use the Icky Invoice template when we invoice them.
Traner Notes:
When setting up a card (Profile and Selling Details only)
You can add some basic details in Profile picked up from the documents
- Discuss classification of cards/contacts
- Mention there's so much more to add (tabs) but only go into selling details.
Go to the selling details and discuss
- Sale Layout and
- Printed Form and Invoice Delivery defaults
- how payment terms have defaulted through - and as you start processing point out you can see what this customer owes you and what is overdue!