Go to Streamlined
Go to Streamlined
All Collections
Customers
Customers
By Anissa
1 author
24 articles
Create a customer
Update a customer
Set net terms for a customer
Get payment instructions for a customer
Invite a customer to join QuickPay
View Statement of Account
Archive a customer
Export customer invoices
Export customer transactions
Customer Groups
What is customer grouping?
How do I create a customer group?
How do I update a customer group?
How do I delete a customer group?
Import Shopify companies as customer groups
How do I sync changes for a Shopify company?
Customer Addresses
Create an address
Edit an address
Delete an address
Set a default billing and shipping address
Remove default a billing and shipping address
Streamlined Onboarding
What is Streamlined Onboarding?
How do I invite new customers?
How do I approve applications?
How do I deactivate Streamlined Onboarding?
