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Customer Accounts

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  • Update/Edit customer account details
    To modify or make changes to your account details, follow these steps: Access the account you want to update. Locate and click on the three dots (or ellipsis) symbol. Select the option to edit the account. Proceed to make the necessary changes, such as modifying the registration number, address, account number, and so on. Presss Update Edit Account (https://storage.crisp.chat/usersFew readers
  • Account Status
    Definition of Account Status |Few readers
  • Convert Cash Account to Credit Account
    Converting a cash account to Credit Account Click "Accounts" on the sidebar or navigate to the account of the customer Open the customer account by click ing the "eye" icon. Click the reload button to change the status. (https://storage.crisp.chat/users/helpdesk/website/70a75ba23deb9400/imageFew readers

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