CustomersUpdated May 2026
View Customer Details
What you can see on the Customer Details page and how to use it.
Access:OwnerAdminUser
Overview
The Customer Details page gives you a full view of a single customer — their contact information, invoice history, payment history, outstanding balance, and any attached documents.
How to Open Customer Details
- 1
Go to Revenue → Customers.
- 2
Click on a customer's name in the list.
- 3
The Customer Details page opens.
Customer Details Sections
| Field | Required | Description |
|---|---|---|
Profile | — | Name, email, phone, address, and other contact details. |
Invoices Tab | — | All invoices created for this customer, with their status and amount. |
Payments Tab | — | All payments recorded from this customer. |
Outstanding Balance | — | The total amount currently owed by this customer. |
Statements | — | Generate and view account statements for this customer. |
Notes | — | Internal notes about this customer. |
Was this article helpful? ·