Login to the dashboard click customers and on the left side there is a button New Customer. Customer Details - In the customer details session, fill in the boxe

You can import customers, and items into your ImpactHER Accounting Software database via .csv file. The process for this feature is the same for customers, and items, only the fields a

Each customer profile includes essential details such as VAT number, website, currency, language preference, billing address, and contact information. Users can assign specific admins to customer accounts, granting access to critical financial det

The 'Contacts' section allows users to store contact information for individuals within a company. By setting permissions and customizing access levels, businesses can control what each contact can view or interact within the system. Personalized

Notes can be added to customer profiles to keep track of important details or interactions. These notes are visible only to internal employees, safeguarding sensitive information. Users can generate instant customer statements for specific time pe

ImpactHER Accounting / Bookkeeping Customers streamlines the invoicing process by displaying all invoices, payments, and proposals related to a specific client. Users can view, edit, or create new invoices with ease, ensuring accurate billing and

Within the ImpactHER Accounting / Bookkeeping Customers platform, users can easily navigate through the menu on the left and access the 'Customers' tab. This opens up a full list of all customers, with details such as company name, primary contact

By utilising ImpactHER Accounting / Bookkeeping Customers' features effectively, businesses can deliver exceptional customer service, track financial interactions, and streamline communication channels. From lead genera