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Customers
Articles relating to the creation, management, and editing of customer information.
Create
Edit
- How do I enter international billing addresses?
- How do I add a recurring discount to a customer?
- How do I add an image to a customer profile?
- What is the Parent Company field and how do I use it?
- How do I add a credit limit to a customer?
- How do I add a prepayment restriction to a customer?
- How do I set up terms in DigitBridge?
History
Settings
Type
- How do I create a new Customer Business Type?
- What is a Custom Business Type?
- What is the difference between a Customer Type and a Business Type?
- How do I assign a Business Type to a Customer?
- What are the different customer types?
- How can I tell if a customer is categorized as cash-based or accrual-based?