Customers
Turbo Inventory's CRM has been designed to ensure it's easy to keep track of your customer's latest contact details. We all know the importance of keeping a clean and up-to-date customer list. A clean CRM not only improves your return on investment from marketing activities but also ensures customer notifications are sent to the best point of contact which in-turn, improves communication and reduces delayed payments.
You may find your self in situations where your customers owes you €1,200 but they want to pay you €2,000 and put the extra €800 on their account for future...
Wed, 7 Jul, 2021 at 10:59 AM
Manually running statements is time consuming and can end up taking a day each month. Running a business is already hard enough without losing time to tasks...
Tue, 7 Sep, 2021 at 9:47 PM
Steps Click Customers Search for your customer and click View Click Edit You will then be brought to the customer edit screen, from here you can change...
Wed, 29 Sep, 2021 at 10:13 AM
At the end of the month or year you will normally get the request to send in Invoices for a period of time, Turbo Inventory makes this extremely easy. The s...
Tue, 19 Oct, 2021 at 8:43 PM
With invoicing customer in Other EU Countries for Goods and Services provided these need to be reported on your Vat Return. This document outlines the steps...
Fri, 22 Oct, 2021 at 11:16 AM
In order to be able to report on Customers based on who their Sales Reps are you need to assign the Sales Rep to the Customer. Creating a Sales R...
Fri, 26 Nov, 2021 at 1:51 PM
The Add Customer page enables you to add a new customer. You can also import customers into Unleashed. Points to Note Ensure that each customer co...
Sun, 30 Jan, 2022 at 12:37 PM
In order for your customers to avail of the Customer Portal, they need a User Name and a Password set up in Turbo Inventory Assigning portal details ...
Mon, 31 Jan, 2022 at 10:52 AM
Date: October 2, 2022 Author: David Joyce 1. Click on Customers 2. Click on the Drop Down arrow 3. Click on Import Sage 200 Payment file 5. ...
Sun, 2 Oct, 2022 at 3:30 PM
Date: October 4, 2022 Author: David Joyce 1. Click on Customers 2. Click on the Drop Down Arrow 3. Click on Merge Customers 4. Click on Merge ...
Tue, 4 Oct, 2022 at 1:54 PM