Customers

How do I add Customer Referral Sources?

To edit the options for Customer Referral Sources, use the Windows PC edition of Street Invoice, available at beontrac.com/pc.htm 1. Choose Settings from the Main Screen. 2. Select Referral Sources in the Custo...

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How do I delete a customer?

Note: If there are any transactions associated with a customer, Street Invoice will be unable to delete the customer Try de-activating the customer instead. The customer will not appear in the default view of t...

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How do I remove someone who is no longer a customer?

If you created a customer in Street Invoice which you no longer use, you can make the customer inactive and the customer will no longer appear in your customer list. Android/BlackBerry 10 1. Open the ...

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Customize Available Customer Statuses

You can customize the available options for tracking your customers' status. Android Select Settings and then Manage System Lists Select Customer Status Tap the + to add a new Customer Status, o...

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Launch Map of customer address

Android/BlackBerry 10 To launch a map of a customer's address: Open the customer's detail screen (accessible from the customer list or from the menu of an invoice) Tap the map icon next to the address....

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