Customers

The Customer Record is where the Customer specific information for each Customer resides in the system. Once you have opened a Customer Record, the General Tab of the record will be displayed. In addition to the information found on the General t...

Your Company Logo can be added to the Location Record to appear on AR Invoices and Statements that you create in R365. Location Logos can be added using the R365 Setup Assistant or on the Location Record itself. Via Setup Assistant ...

Contacts can be created on Vendor and Customer Records by clicking the 'Primary Contact' link next to the selector. This will open the Contact form where the Contact can be entered and saved. Contact Form If the Contact was create...

House Accounts exist in R365 to aid the User in automatically creating AR Invoices for the House Accounts at their Locations. When a House Account Payment Type appears on a Sales Ticket through the POS, the Daily Sales Summary will display that ...