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.

How to create new payment terms
Date: October 9, 2022 Author: David Joyce 1. Log into your Account 2. Click on  Settings & tools 3. Click on Payment Terms 4. Click on region ...
Sun, 9 Oct, 2022 at 9:07 PM
How to change the Aging Summary Days
Date: January 26, 2023 Author: David Joyce 1. Log into your Account 2. Click on  Settings & tools 3. Click on Advanced Configuration 4. Click ...
Thu, 26 Jan, 2023 at 3:28 PM
How to delete (un-allocated) a Customer Payment
Creation Date: March 3, 2023 Created By: David Joyce 1.Log into your Account 2. Click on  Analytics 3. Type "payment" 4. Click on Run on ...
Fri, 3 Mar, 2023 at 8:36 PM
How to allocate an Credit Note to an Invoice
Creation Date: March 4, 2023 Created By: David Joyce 1. Log into your Account 2. Click on Incoming Payment 3. Click on the Customer drop down 4....
Sat, 4 Mar, 2023 at 10:07 PM