Articles tagged accounts
Credits are owed-to-the-customer dollars on file. Here's when to issue one, how to apply it to an invoice, when to refund instead, and how the audit trail works.
Notes, tags, and the activity log all record information on an account — but they're for different things. Here's the rule for which to reach for, and how AI-summarized notes fit in.
Three 'place' concepts in Suprata that all sound similar but model different things. Getting the distinction right is the difference between a CRM that scales and one that hurts.
Suprata generates an AI summary at the top of account and job pages so you can pick up context in seconds instead of minutes. How to get the most out of them.
Duplicate accounts fragment a customer's history across two records. There's no one-click merge — here's the safe manual procedure that won't lose data.
Resellers, government agencies, nonprofits, and the occasional one-off purchase all need tax-exempt treatment — but the right mechanism depends on whether the exemption is per-customer or per-invoice. Here's how to set u...
Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly QuickBooks mapping. The full multi-contact intake flow.
A new household calls. The full new-customer flow — search first, create the Account, capture the Contact, set terms, schedule the first appointment, send confirmation — without missing the small things that bite later.
How to find the right account or contact fast — when to use the global search bar, when to use the list filters, and how tags fit in.
Tags are the most flexible way to slice your customer base — but they're also the easiest thing to wreck. Here's a tag taxonomy that stays useful past month two.
A guided tour of the account dashboard — the page where 80% of customer-related work happens. Every section explained, with recommendations for how to use each.
Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the difference and when to use which.
Quick answer: 'Account' is a billable entity (a household or organization); a 'Contact' is an individual person. The longer explanation is in the dedicated article.
When the same person manages dozens of properties, each with its own bill, the right setup is one Contact attached to many Accounts. Here's the pattern and the gotchas.