AR FAQ

• What is the minimum information required for a new customer setup?
  A telephone number, along with an email or physical address, is required to approve a new customer.

• Can I use an "Alternate" address on an invoice?
  Yes, any active address in the system can be used on an invoice, regardless of whether it is labeled Primary or Alternate.

• How do I handle a customer who hasn't received their invoice?
  Verify the contact information, resend the invoice via the preferred method (email/mail), and document the interaction.

• Can an invoice be updated/changed once created?
  Generally, if the invoice has already been sent to the customer, a credit memo should be issued to correct it rather than trying to delete or alter the original invoice directly.