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Exchequer

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set up customer order history on the Website

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Guest over 1 year ago in Exchequer 3 Already exists

Ability to create Sales Ledger in Prospect CRM and Create in Exchequer prior to confirming an order

At the moment, if a sales ledger is created in Prospect CRM it is only created in Exchequer once an order has been placed on the account to avoid creating ledgers in Exchequer that may never buy. In certain circumstances (service repairs) a ledger...
Guest over 5 years ago in Exchequer 0 Already exists