Customers

Adding customers to GA4 is very straight forward and can be entered in many ways depending on what you are doing at the time, such as;

• Customers > New Customer
• Documentation > Enter A Customer
• Calendar > New Appointment > New Customer
• Vehicles > Select Owner > New Customer 

From any one of these methods allows you to then enter your customer details with as little or as much of the information you have, like;

• Name
• Address
• Contact Numbers and Emails
• Specific Rates
• Alternative Delivery Address
• Add A Vehicle ( See article - Vehicles for more information )
• Add Attachments

Customer Statements 

If you need to send your customers a statement or duplicate invoices you can do so from the customer record then;

• Statements
• Choose Type
• Enter a Date Range
• Select the method or Duplicate Invoices

You can perform account customer statements for;

• Statement to Month End
• Statement to Current Date
• Statement Within Range
• Activity within Range

Select the period you want the statement for then choose one of the following list options;

• List All Outstanding
• List Within Month Only

Then choose the format you would like the statement to be from the following;

• Preview
• Print
• PDF
• Email

Both Statement to Month end and Statement to current date will show all oustanding invoices and depending on if you choose to show all or only the current month, may include a carried forward balance, alongside a 30,60,90 day breakdown.

Alternatively, Statement within Range and Activity with Range include all invoices, both paid and unpaid for the period and require a start and end date. Invoices prior to the start date that are outstanding will still show as a carried forward. In addition, the activity within range will also include payments received per invoice in a breakdown.

You can also choose to print statements as Landscape or Portrait by changing the option via
Admin > Miscellaneous Settings > Print Account Statements as Portrait.

Note: Statements can also be carried out for either account customers and cash customers if required, via the customer profile section: Customers > Locate Customer > Open Record > Statements.

Customer History

When you open a specific customer, as well as seeing all their contact information you will also see that customers history;

• Issued Documents
• Other Documents
• Appointments
• Vehicles
• Communications Activity

Miscellaneous Information

You can manage you customers easily within GA4 all from one convenient place, as well as above there are a few other things you can do when you view your customer details;

• Print Correspondence - Select a vehicle & Template - Then Print
• Send Emails - Select a template or write your own message with or without attachments
• Send SMS - Select a template or write your own message
• Manage Attachments - Add / Remove - Images / PDF's / Documents
• Locate your customer via Google Maps
• Print Your Customers Details
• Add New Vehicles
• Add New Documents
• Manage Receipts ( Account Held Customers ONLY )
• Delete Your Customer