TreezSoft cloud accounting software is an online accounting solution specially designed for Small and Medium-sized Enterprise (SME). TreezSoft uses automation and integration in enhancing your accounting and daily business processes.
When entering your list of customers, you may want to categorize them so that you can identify them easier. TreezSoft allows you to group their customers according to types that they define themselves. You can easily created any types of grouping for your customers. TreezSoft even allows you to link your customers to multiple types.
Customer type allows you to manage your customers into different categories or groups. It is optional.
To edit or create customer types, navigate through: Customer > Manage > Customer Type.
Then, follow the steps below:
1. Click New Customer Type if you need to more than one group.
2. Enter the details of your customer type here.
3. Click on Save to save your record.
4. You can see your created customer type here.
You can read more on customers setting in TreezSoft by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their companyeffeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a free 30 days trial account with us!
You can also email us at [email protected] for more enquiries.