Setting default customer terms: [Sales] Customers > Setting customer Defaults Work with Account Manager to organize folders and set defaults.
Changing IDs, merging customers, or making customers inactive: [Sales] Customers > Changing IDs or Merging Customers a[Sales] Customers > Making customers inactive
Customer Financial History: [Sales] Customers > Customer History
Enter handwritten sales invoices: [Sales] Invoices > Entering and Processing a Handwritten Invoice
Setup Auto Send to e-mail statements with the help of IT Manager: [Sales] CRM > Auto Send > Auto Send A/R Statements
Batch Processing: [Sales] Invoices > Batch Processing
Recurring Billing: [Sales] Recurring Billing > Overview
Periodic Rental Billing: [Sales] Rental Contracts > Periodic Billing
Credits: [Sales] Credits > Processing Customer Credits [Sales] Credits > Refunding Customer Credits
Various customer payment options: [Sales] Customer Payments > Payment Options
Payment card processing: [Sales] Payment Card Processing > Overview
Online payments: [Sales] E-Commerce > Customer Portal
Online payment options: [Sales] E-Commerce > Shopping Cart > Payment Options
Sales transactions: [Sales] General Ledger Transactions > Overview