Customer page

The customer page shows everything linked to the customer in tabs: Overview, Invoices, Payments, Opportunities, Quotes, then – when they have something to show – Purchase orders, Supplier and Verification, and finally Activity and Chat.

Header

Badges under the customer's name show the verification status, whether the address is valid, open receivables, reliability and the number of branch offices. Edit changes the details; the More actions menu adds a new invoice, bank account or branch office, or merges a duplicate customer into this one.

Tabs

• Overview – revenue, costs, profit, open opportunity value, quote acceptance rate, average payment time; below that an invoice and payment summary, the verification summary, bank accounts and branch offices. For suppliers, the supplier rating also appears here.
• Invoices, Payments, Opportunities, Quotes – the customer's items in each area.
• Purchase orders – shown only when the customer is linked to purchase orders as a supplier.
• Supplier – supplier details: rating, categories, preferred or blacklisted.
• Verification – Verify compares the stored data with the official register right away, and you can take over any data that differs. The Google address check (Check address) is also here.
• Activity – changes to the customer's data and items that came from tenders.
• Chat – an internal conversation with your team about the customer.