Customers are automatically entered whenever you create an invoice, quote, work order or invoice. When you are typing in the customer name, Service Wiz will attempt to find an existing customer and show you a dropdown list. You can select the existing customer or fill in the customer data and a new customer will be created.
Financial Reports
To view your reports click on “Financials” on the left side menu, then click “Reports”. You will see a list of reports tabs at the top of the reports page
Account Aging
The account aging report shows you a list of all of your invoices that are due and the aging group.
Income Statement
The income statement is financial report that summarize a company’s revenues, costs, expenses, and profits or losses over a specific period.
