Aptora | All-In-One Field Service Management

Payment Methods (customer form)

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Customer:Job Form – Payment Info Tab

Managing Payment Information for Customers or Jobs The Payment Info tab of the Customer:Job form is used to specify default customer payment information.  This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold. Accessing the Payment Info Tab From the main menu, click Customers | New Customer:Job, …

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