View revenue by customer type in Comparative Revenue Reports

Customers, Knowledge Base, Process, Reports

The Comparative Revenue Report setting lets you view revenue by customer type, such as Contractor, Homeowner/DIY, or Employee, in the following reports: Today’s Comparative Revenue Report Yesterday’s Comparative Revenue Report Period Comparative Revenue Report To accurately show revenue distribution, set the customer type for each customer account before you run the report. To learn how […]

Customer types for customer accounts

Customers, Knowledge Base, Process, Setup

You can define a list of customer types and select a customer type for each customer account. The customer type list is defined in Paladin Configuration and is set separately on each individual account. Steps for creating the list, and then assigning a customer type to a customer, are provided below. You can use this […]