🌟 Why Tracking Customer Payments in TAS is Beneficial

Tracking customer payments in TAS provides several advantages:

• Improves cash flow management: By tracking payments, you can ensure that your business receives payments on time, helping you maintain a healthy cash flow.

• Provides transparency: Keep a clear record of all customer transactions, including invoices and payments, to better understand your financial standing.

• Facilitates customer relationship management: Easily track overdue payments and send reminders to customers, improving communication and relationships.

🌐 Steps to Track Customer Payments in TAS

Follow these steps to track customer payments in your TAS account:

1. 👥 Navigate to the Customers Page

• On the TAS Dashboard, click on Customers from the sidebar menu to access your list of customers.

2. 📋 Select the Customer

• Find and select the customer whose payment history you wish to track. You can use the search bar to quickly locate a specific customer by entering their name or ID.

3. 📄 View Invoices and Payments

• Once you have selected the customer, you will see a list of all related invoices. You can view the details of each invoice, including the payment status, due date, and any outstanding balances.

That’s it! 🎉 You have successfully tracked customer payments in TAS. Regularly monitoring customer payments helps you maintain control over your receivables and ensures a smooth cash flow for your business.