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Help Center
Companies
Best practice guides
Getting Started: The Settings Screen
Module Settings
Getting started - FAQ's
Accounting
Chart of Accounts
Journal Entries
Accounting Reports
Tax Reporting
Budgets
Closing Previous Year and settings for each Month
Accounting FAQ's
Companies
Customers
Sales
Sales Invoices
Recurring Transactions
Purchasing
Purchase Invoices
Purchase Automation
Restock Items
Items
Item Setup
Item Transactions
Item Reports
Service
Banking
Dashboard
Bank Accounts
Bank Payments
Bank Reconciliations
Bank Feed Integration for banking in Ireland, UK & US
Mobile Apps
mCollect
mCollect POS
Entepryze App
Enterpryze Addons & Integrations
Enterpryze Point of Sale
Shopify Integration
Enterpryze Customer Portal
Addon Integrations
Square Integration
Avalara Integration
Jotform Integration
Quick Guides
Finances
Settings
Companies
Mobile Apps
Banking
Items
Enterpryze Updates📣
Updates by Month
Your Enterpryze Data Service (EDS)
Expenses
Power Apps⚙
MTD - Make Tax Digital
Bill of Material Explosion
Bill of Material Importer
Configurator App
Price Update App
Reporting
Companies
Find out how to add new Customers, view balances and transactions for your Customers, add activities.
Customers
How to add a new Customer
How to edit your Customer details
How to add activities for Customers
How to get the most from your Customer details screen
