Now that you have installed the Pinch Plus extension there are many useful features associated with customers. To display the options, in QuickB2B navigate to Customers>Manage Customers and click on a customer name. The initial options include sending Pre-Approvals and invite to the Pinch Customer Portal Pre-Approval is a Pinch […]
Add Pinch Plus to QuickB2B
Once your Pinch Account has been approved you’re ready to add the Pinch Plus Chrome extension to QuickB2B. This will allow you to collect invoice payments effortlessly from your customers via direct debit for both credit cards and bank transfers. Both automatic and manual payment options are available. See the […]
Pinch Account
If you want a great solution to collect payments effortlessly from your QuickB2B customersvia direct debit for both credit cards and bank transfers, you will need a Pinch Account. Call Heather on 0419 994 768 to organise setting up a Pinch Payments accountor CLICK HERE to send us an email. […]
New Stock Images
There are new generic stock images available to download and use for QuickB2B Apps only * Image Sets 2024 (Latest) Click here to download Fruit & Vegetable images Click here to download Meat Click here to download Poultry Click here to download Seafood images Click here to download Deli images […]
Customer Insights
Did you know that QuickB2B has Customer Insights? Customer insights provide data-driven information about customer behaviour, their preferences and needs.It also shows trends about how your business is performing. It displays it as raw data and graphics. To view this data, navigate to Business>Customer Insights, or click here The data […]
Customer Insights
Customer insights provide data-driven information about customer behaviour, preferences and needs.It also shows trends about how your business is preforming. Its displays it as raw data and data graphics. To view the data navigate to Business>Customer Insights, or click here The data available on this page can help you build […]
NEW – Account Status
A great risk minimalization feature has been added to your Order Management System to help you control your financial exposure on a customer-by-customer basis. The latest update to QuickB2B is the Account Status feature. Outstanding and overdue amounts are displayed directly from your Xero & MYOB accounting software.A limit notification […]
Account Status
The account status page is a risk minimalization feature to help you control your financial exposure on a customer-by-customer basis. There are multiple elements to this feature. – Setting the customer Account Status Limit Notification. Navigate to the customer profile that you want to apply the Limit Notification too. Enter a […]
NEW V3.0 PHONE APP AVAILABLE NOW
We’ve been working hard behind to scenes to develop the V3.0 phone app with a new layout and more features to help you promote items and increase sales.New features include; order cut off times, reorder past orders, order status, promotional banners, images with product information, add item to order from […]
Navigation menu changes
The following changes have been made to the navigation menu. – The sub menu ‘Manage Acct/Mgr’ has been renamed to ‘Account Managers’ and has moved from the Settings menu to Business. Business>Account Manager – The sub menu ‘Add Acct/Mgr’ has been renamed to Add an account manager and is now […]