DigitBridge Knowledge Base

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DigitBridge Knowledge Base

Customers

Customers

Articles relating to the creation, management, and editing of customer information.

Create

How do I add a customer?

How do I complete setting up a Customer?

Edit

How do I enter international billing addresses?

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?

See more

History

How do I view customer transactions?

How can I view customer credits?

Settings

How do I merge or otherwise change customer codes?

Type

How do I create a new Customer 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?