How to Manage Customer Groups and Enable Third-Party Billing in RepairDesk?

Customer Groups and Third-Party Billing

Managing customers efficiently is crucial for repair shop owners, especially when dealing with different pricing structures for wholesale buyers, corporate clients, or other customer segments. RepairDesk allows you to create Customer Groups, assign discounts, and enable Third Party Billing to invoice a different party for purchases made by a customer group.

Video Guide:


FAQs:

What is a Customer Group in RepairDesk?

A Customer Group is a category that allows you to assign predefined discounts, pricing, tax settings, and third-party billing to a group of customers, streamlining billing and pricing management.


Can I create multiple Customer Groups?

Yes, you can create as many Customer Groups as needed, each with different pricing, discounts, and billing settings.


What happens if a customer is marked as ‘Individual’?

Customers in the Individual category are not assigned to any group and do not receive group-specific discounts or third-party billing benefits.


What is Third Party Billing, and how does it work?

Third Party Billing allows businesses to invoice a different entity for purchases made by members of a specific Customer Group.


Who receives the invoice when Third Party Billing is enabled?

The Third Party associated with the group receives the invoice, not the individual customer.


Can I disable Third Party Billing later?

No, Third party billing cannot be disabled.


What is the pricing priority in RepairDesk?

If multiple pricing structures are set, RepairDesk follows this order:

  1. Sale Price (Highest Priority)
  2. Customer Group Retail Price
  3. Individual Retail Price


Can I apply different tax settings for Customer Groups?

Yes. While creating or editing a group, assign a Tax Class to apply the correct tax rate automatically.


Can Customer Groups be deleted?

Customer Groups which do not have Third Party Billing can be deleted from the Action Button. However, Customer Groups with Third Party Billing associated cannot be deleted.

Third Party Billing Info

Can I add and flag notes against the Customer Groups?
Yes, you can add notes directly at the Customer Group level while creating or editing a group. This allows you to store important information or instructions that apply to all customers within that group.
If the note is marked as flagged, it will automatically appear within a flagged note popup whenever a customer from that group is loaded on the POS, helping staff quickly see important instructions or alerts.


Can I create custom payment terms for Customer Groups?

Yes, you can now use the Custom Days option inside the Due On dropdown when creating or editing a Customer Group. This allows you to enter your own payment terms such as 7, 14, 30, or any custom number of days based on your business needs. The system will automatically use these days to calculate invoice due dates for third-party billing customers.
Can I add notes at the Customer Group level?

Yes, you can now add notes directly to Customer Groups. These notes help you store important instructions or information that should apply to all customers within that group. If the note is flagged, it will automatically appear within the flag note popup on the POS whenever a customer from that group is selected.