Subcategories

• How to add pending invoices to the customers tab

  This article has moved and been expanded. See How to add renewals and future invoices to the customers tab for...

  September 5th, 2025 397 views 0 likes
• How to change the definition of a reactivated customer vs a new customer

  This article explains how to customize settings for defining a new customer versus a reactivated (that is, previously lost and...

  February 12th, 2026 543 views 0 likes
• How to create a new report on the customers page; how to use customer page reports throughout the system

  By default, the customer page comes pre-populated with two to four reports: Revenue Recognition (accounting view) MRR (full month view)...

  July 14th, 2025 709 views 0 likes