Change The Customer On An Order
You can only change the customer on a Quote. If you want to change the customer on an invoice you will have to duplicate the invoice to a new Quote. Change the Customer on a Quote To change the customer on a quote, you must first remove all the IMPRINTS from the order. Then refresh […]
The Customer Portal
The customer portal is a way for *your customers* to get a detailed overview of their account with you. Including pending quotations, current work-in-progress, outstanding invoices, and more. Getting Set Up To get started with the Customer Portal the first thing you must do is go into Company Setup expand the “Customer Portal” section and […]
Customer Account Screen
To get to the ‘Customer Account’ screen for a customer, open the “Main Menu” -> ‘Customers‘. Then click on the name of the relevant customer and their account screen will open in a new tab. On the customer account screen you will be able to see all the information related to that customer. You are […]
Customer List Overview
The Customers page is where you can view, search, add, and edit customers on Teesom. To get to the Customers page go to the “Main Menu” -> ‘Customers‘ Creating Customers Create New Customer Click on ‘New Customer’ to start creating a new customer from scratch. For more info see Creating Customers. Import or Export Your Customer […]
Introduction: Customers & Contacts
In Teesom you have the ability to create and import your customers, in this article we will go over how to create a customer. Create a Customer from The Job Board To create a new customer from the job board click on “New Order” and select “New Customer“: When you create a new customer, you […]
Invoicing
Customer Converts to invoice When you send a quote to your customer, once they click on “Place Order” the quote will automatically change to a WIP invoice Manually Converting To An Invoice To manually convert a quote to an invoice go to the hamburger menu and select “convert to invoice“. Enter the required information and […]
Customizing Email Templates
How to Edit Email Templates in Teesom There are several email templates within Teesom that you can easily customize. Go to the “Main Menu” then select “Company Settings”: Edit Order Email Templates To edit your order email templates: Click on “Setup“. Expand “Order Entry“. Scroll down and then click on “Edit Mail Template”: Editor Options […]
Working With Customers
The Customer List To open the customer list click on ‘Customers’ from the “Main menu”: For a Detailed Overview Of The Customer List: Click Here Customer Edit Screen To view or edit a customer’s details, select ‘Edit’ from the “3 dot” menu: On the ‘Editing Customer’ screen you will be able to view and change […]