Agency Customers

Customers Overview

See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.

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Customer Billing Bundles

Create billing bundles specific to this customer account. Specific to the contract between the customer and agency.

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Customer Locations

Large customer accounts can be composed of many locations. For example: A hospital could have each room or area divided into individual locations.

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Customer QuickBooks Link

Link the Aqua Schedules customer account to a QuickBooks customer account to quickly synchronize invoices.

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Walkthrough Customers

Learn about the many ways a customer can be configured.

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Billing Accounts

Billing accounts can be activated per Customer to distribute portions of a customer invoice to multiple billing entities.

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