How to Manage Customers & Suppliers in MyCloudBook: Statements, Documents & Notes

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Length: 9:45

Learn how to manage customers and suppliers in MyCloudBook. Add contacts with addresses and custom fields, follow each customer's accounts receivable balance and each supplier's accounts payable balance, and create, print, and email customer statements. Keep documents, attachments, and notes for every contact, and make old contacts inactive.

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Chapters

  1. 0:00 Introduction
  2. 0:31 Part 1 - The Customers list
  3. 1:35 Part 2 - Add a customer
  4. 2:37 Part 3 - The customer page
  5. 4:18 Part 4 - Statements
  6. 5:45 Part 5 - Documents, attachments and notes
  7. 6:54 Part 6 - Edit, inactive and delete
  8. 7:43 Part 7 - Suppliers, in brief
  9. 8:43 Recap

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