Handling External Customers: Landing Pages, User Registration and Billing Tuesday March 19, 2019 10:35 AM – 11:30 AM

External Customer Preparation: Communicate with their accounting department to set-up billing If possible acquire names of users for activation Create accounts in PSP Send PDF User Manuals Hold Training Sessions at their facility Create category and finish sizes for specific customers and assign permissions

External Customer Preparation: Customer emails me to request a quote or inquiry of job Set up customer information in PSP, and request a W9 for proof of non-profit status If approved set up remit information for Net30 After job is completed, invoice is provided to customer Customer pays cash, credit card, or check

Handling External Customers: QUESTIONS