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Customer Detail

Customer center for all details about a Customer object in softledger

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated this week

Description

Manage and view full detail of a single Customer here, including contacts, addresses, invoice, attachments, payments, journal lines, account summary, and email sent status.

Tabs

Details

This tab has the full detail of the Customer, including:

  • Customer's logo - Determined using the domain of the Customer's email address.

  • Customer Details - Click the edit button to make adjustments.

  • Default Address - The Customer's default address, this is used as the shipping/billing address on the customer's Invoices

  • Primary Contact - The Customer's primary contact, some of these fields are available to use on Invoice Templates.

  • Attachments - View the attached files associated with the Customer.

  • Custom Fields - If any custom fields had been created, they would be visible here.

Contacts

Create, Edit, and Delete customer's contacts here.

Addresses

Create, Edit, and Delete customer's addresses here.

Invoices

View a list of all the Customer's Invoices here.

Payments

View a list of all the Customer's payments against Invoices here.

Journal Lines

View a list of all the Customer's journal lines created as Journal Entries from the Invoices and Payments here.

Note: The Invoices, Payments, and Transactions tab have all of the normal actions and functionality associated with Tables within SoftLedger, such as filtering, saved views, exporting, etc.

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