Vince

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Activity overview

Latest activity by Vince
  • Vince created an article,

    Conversion Booster

    You can see this page by navigating to Admin ➝ Conversion Booster Package.

  • Vince created an article,

    Navigation Editor

    You can see this page by navigating to Admin ➝ Website ➝ Navigation Editor.

  • Vince created an article,

    Website Pages

    You can see this page by navigating to Admin ➝ Website ➝ Website Pages.   Making Landing Pages

  • Vince created an article,

    Customer Level Pricing

  • Vince created an article,

    Invoice Payment Terms

    There is a setting to change your Invoice Payment Terms or Billing Terms. The default configuration on all accounts is COD (Cash on Demand), which means payment is due when the order is placed. If ...

  • Vince created an article,

    Linking customers together

    Within the Customers Tab, or CRM, you have the ability to combine customer records. Records can be combined by any criteria of your choosing. The default functionality is to link customers of the s...

  • Vince created an article,

    Multi-Invoice Summary

    While conducting business, you may have customers that frequently order or repeat business with your company. A document called "Multi Invoice Summary" is for combining invoices into a single bill....

  • Vince created an article,

    Combined Billing

    Combined Billing allows you to view and pay for multiple orders from the Customers tab, also known as the Customer Relationship Manager (CRM). This feature is only available to ERSPay customers. Cu...

  • Vince created an article,

    Order checklists

    Within the Control Panel, custom checklists with color coding can be created to help you track the status of your orders. Checklists appear on every order within the corresponding order box. Checkl...

  • Vince created an article,

    How to cancel orders and use rain checks

    Orders should not be deleted from the ERS system but they can be canceled with or without Raincheck. Once an order is canceled, it will not appear in reporting for item rental history or as an acti...