The customer invoicing summary provides an overview of a customer’s invoice totals and recent activity.
To view a customer summary, in the left-side menu, click Sales & Payments > Invoices. On the invoices page, search for a customer using the customer filter. The customer summary will appear above the invoice list.
The customer summary lists:
- Customer details: Click the customer's name to reveal their phone number and email address, and the View profile link; click this link to view their profile on the Customers page.
- Total unpaid: The total amount that a customer owes you whether the amount is overdue or not
- Overdue: The total amount that a customer owes you that is overdue
- Paid last 12 months: The total amount a customer has paid you over the last 12 months
- Last item sent: This shows the last item sent to a customer and the date it was sent. This includes invoices, invoice reminders, and customer statements.
- Action button: This button changes based on the customer's account status
- Send statement: If a customer has two or more unpaid invoices, you can click this to send a Customer Statement
- Send reminder:. If a customer has one invoice unpaid, you can click this to send an Invoice Reminder
- No action will be suggested if your customer has no unpaid invoices