: : Editing Information Linked to the Current Customer/Prospect

Akuiteo offers three edition templates from a Customer/Prospect record sheet:

Editing a Customer/Prospect record sheet

  1. From a customer or prospect record sheet, go to Edit > Print the customer record.
  2. In the printing screen, select the relevant template and confirm.

Editing a customer invoice statement

  1. From a customer record sheet, go to Edit > Print the Invoice Statement.
  2. In the Selection criteria screen, fill in the following fields:
  3. Validate.

Editing a customer remainder

  1. From a customer record sheet, go to Edit > Print a Dunning Letter.
  2. In the Selection criteria screen, fill in the following fields:
  3. Validate.