Troubleshooting Missing Payment Modes on Invoices
Fix missing payment options on Thulo Cloud invoices! Check payment mode & online gateway settings. Ensure currency compatibility.
Adding New Customers
Add new customers in Thulo Cloud! Set access levels, billing info, language & more. Organize with groups & currencies. Manage from one place.
Customer Registration
Control customer signup in Thulo Cloud! Allow customers to register or create them manually. Choose their language for the customer area.
Customer Overview
See everything about your customers in Thulo Cloud! View invoices, tickets, notes & more.
Exporting Customer Data
Download customer info from Thulo Cloud! Export invoices, estimates, payments as ZIP for sharing, backup, or data analysis in other tools.
Utilizing Customer Reminders
Never forget a customer again! Set reminders for tasks, follow-ups, or important dates. Keep your customer interactions organized & timely.
Generating Customer Reports
Track your Thulo Cloud customer data! Generate reports for insights on customer info & invoices. Make informed business decisions.
Sending Set Password Links to Contacts
Let your Thulo Cloud contacts set their own passwords! Send a secure link for password creation & avoid shared passwords or forgotten logins.
Managing Customer Admins
Control who sees customer data in Thulo Cloud! Assign staff members as admins for specific customers, grant access without giving full "VIEW" permission.