Viewing Customer Information
Debtors and Creditors Transactions pages
The Debtors and Creditors Transactions pages are available from the Main Menu and shows each of the unpaid invoices in your Business System. These pages feature a customisable grid, allowing the user to change which columns are visible, change their ...
View all Customers On Hold
Forecast.Live allows you to see which Customers are On Hold, from the Business System. Click on the Customer Menu, on the left hand side: Find the On Hold Column On Hold column not showing? Right click on a column heading and scroll down to Column ...
View all Customers with Credit Balances
This is pretty easy to view. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose columns to suit. Try it out: Once you're happy with your view, ...
Check which Customers have been sent Reminders
There are two ways to see which Customers have been emailed reminders. Under the Customer menu; Under Settings. Within the Customer menu, display the table of Customer names: Like so: Click on a Customer and then History: From the screen above you ...
View Customers by Credit Limit
Forecast.Live gives the Finance team a better way to view Customer Overdue information. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose ...
View Customer info in variety of ways
Once you've sync'd Forecast.Live with your Business System, you can view your Customer information in a variety of ways. Click on Customers: Once the Customer table is displayed, right click (arrow pointing below) on the Column heading to display ...