Customer account sheet

Provides details of customer balances. You can also see when a customer has paid and send statements simply at the touch of a button. The customer receives a link to a list of all invoices.

BlueTag automatically reconciles for customers twice annually which the customer can approve or report non-conformities. A procedure that ensures accurate accounts.
Remember that BlueTag uses real-time data, which means that the accounts are always updated. The Customer Account Sheet also gives you details of total sales and profit per customer. You are presented with simplified contact details, email correspondence and non-conformities.

You can also make special adaptations here.

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