Teesom: Working with Customers
How Customers Can Save a Card on File
Before your customer can 'Save a Card on File,' they must log in to the Customer Portal. When your customer opens a quote or invoice, a message in a blue banner will indicate whether they are logged in. If not, a blue hyperlink will be provided for ...
Invite to Customer Portal
After turning on the Customer Portal you can proceed to invite your customer contacts. In Teesom, navigate to your Customers page via the Main Menu. On the Customers page, click the '3 Dot' menu next to the relevant customer and select "Edit." Then, ...
Customer Portal Setup
The customer portal allows your customers to get a detailed overview of their account with you, including pending quotations, current work-in-progress, outstanding invoices, and more. To access the customer portal settings, go to the Company Setup ...
Importing Customers
If you're going to integrate with QuickBooks Online - instead you can import your customers through the QB integrator. In your spreadsheet program (such as MS Excel or LibreOffice Calc), go to 'Save As' and select 'TAB delimited text file.' Ensure ...
Change Customer On An Order
You can only change the customer on a Quote. If you need to change the customer on an invoice, you must duplicate the invoice to create a new Quote. Since any existing artwork is linked directly to the original customer, you will need to remove all ...
Set Main Customer Contact
If a customer has multiple contacts, you can assign a Main contact person as well as a Financial contact person. To set the main and financial contact persons for a customer: Go to the "Customers" page via the Main Menu. Click the "3-dot" menu next ...
The Customers List
The Customers screen/list on Teesom allows you to view, search, add, and edit customers. To access the Customers page, go to the "Main Menu" and click on "Customers." Key clickable areas of the Customers screen are highlighted in the screenshot ...
The Customer Account Screen
The Customer Account screen is where you can see all the transactions, orders, and artwork that have been created for a given customer. Go to the Customer List from the Main Menu in Teesom, then click on any customer's name to open their Customer ...
Customers & Contacts
In Teesom you can create customers and add multiple contact persons to each customer as needed. To create a new customer, go to the 'Main Menu' then select “Customers“. On the "Customers" screen click on "+ New Customer": If you would like to add or ...