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Working with contact recordsPage 2 of 3
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| All items can be displayed visually and one click will access the detailed stock record for each item. Together with transaction records the current state of each contact’s account is displayed showing all invoices and payments. The system provides a sophisticated invoice settlement system including the facility to accept staged payments and payments on account. Although customer statements are generally managed from the Accounts section it is possible to generate a full statement from the contact record with just a single click. |
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