Customers
Applying Credits
Zuper Credits feature allows users to manage and apply credits across modules, where payments can be obtained, such as Invoices, Quotes, and Customer Profiles. Credits can be added, applied, or voided, providing flexibility in payment processing. ...
How to access and manage customer/contact details in the Zuper web app?
The Customer details page lets you view the complete information of the customer and all its associated records in a single place. From the customer listing page, you can click any one of the Customer names to go to the customer details page. ...
How to navigate and manage the Customers listing page in the Zuper web app?
Zuper's Customer's listing page helps manage customer information in one place for more efficient operations. From this page, you can search for customers, apply filters and quick-filters, customize columns, and perform core actions. Navigation: ...
How to create a new customer/contact in the Zuper web app?
The "Customers" module is a key component that allows users to manage and interact with their client base effectively. This module typically includes features like customer profiles, contact information, transaction history, and communication logs. ...