Category: customers

How to get a quick report for your customer(invoices, payments, history & more)

We have had a few request for customer reports. So we decided to go ahead and make those real easy to find and added them directly on your customer’s page. So first we will go ahead and pull up one of our customers. Then on the right hand side of the page under take action there is a “quick reports” once you click on that there are a few options under it.

There is a “late statement” button, this gives the customers the last six months of invoice and payment history and then provides the balance of what is owed. You can also show the customer all of the invoices you will click on “invoice report”.

It gives you a report of the invoices and what was charge on those. There is also a “payment report”. When we click on this we are going to see every payment you have received from this customers. Whether it’s a check, cash, or a credit card they will all be listed.

Lastly we added a “history report”. So this is going to pull up every transaction they’ve had with Paythepoolman. This option will of course help with any discrepancies.

Thank you so much.

How to add a new customer (Updated) in Paythepoolman

We will be going over how to add a customer on Paythepoolman. First you go to your menu bar where it will have “+ customer”. Once we click this it will take us to a page where we have all our contact information on the left and the service and mailing address on the right.

Before filling out there information you want to make sure the customer is okay with receiving text messages. So we will go ahead and fill out the information. The bottom right column has a section for gate and lock codes which of course comes in handy.

If you are just adding the customer for a one time service you will just go ahead and click “add new customer”. Most of the time we will be adding them to our auto billing. So first we will go ahead and turn on the auto billing. So you would go ahead and type in what type of service you will be billing for (normally pool service). Then select whatever price and description you want. We can then choose to go ahead and email the invoices and add then save the customer.

It will then save that customer and take us to their page.

If you do not find the correct item under item to bill for you can go to the more button and select “income items” and add whatever item you want with whatever description you would like.

     

Thanks so much.