Customer Visit

Enter only what changed today. Records stay local and operational.

Start a customer visit

Open visit

Use the customer’s existing products and commercial rules. Enter quantities only.

Product	Unit	Quantity today

Choose the original delivery. The available quantity is checked automatically.

Original delivery

Reason

Local record only. It does not create a QuickBooks Payment.

Amount receivedMethodReference / cheque numberNotes

Attach a photo or PDF to the exact delivery or return after it is signed.

Save a document first.

Save delivery, return, or collection records as needed, then finish the visit.