Customer Price Changes Guide

Published March 10th, 2025 by Chris Britton

                     Customer Price Changes – Prices Changes from Excel From System Admin there is now an option to process customer price changes from Excel. This new feature can be used to Change customer prices on the Services tab and Contract Pricing tab of all customer accounts. Additionally, this feature allows the user to add Notes to these a

Customer Profile Fields

Published April 25th, 2025 by Chris Britton

Customer Profile Fields Customer# : The 2 character company id and 7 digit customer number followed by a check digit field after the space.  This information can be created by i-Pak or manually entered if your company master is set to "Allow keyed cust#". The check digit is used during Balance Forward Cash Receipts to assist in preventing keying err

Internal & External Collections Guide

Published March 10th, 2025 by Chris Britton

  Collections Processing in Soft-Pak Collections Processing is a standard feature of the Soft-Pak software system. It allows users to generate in-house collection letters and/or external collection files that can be sent to a third-party collections company. The Collections processes include managing past-due customers through collection call listin