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Customers
This is the home for questions about customer profiles / setup, rental histories, statements, customer-level settings, and more.
2 articles
Customer Management
Add and manage customers, update their settings, control visibility with status filters, and assign salespeople.
How do I create and send my Customers Forms to complete?See this article to send customers different kinds of forms, such as a Credit Application, Credit Card Authorization form or anything else
Customer Financials
Handle customer statements, payments, saved payment methods, and view their full order history.
How do I edit a customer’s saved payment methods? How do I delete the credit card’s information?Follow the below steps in order to save or delete a customer's payment method