Customer Dashboard

Customer dashboard contains a chart on Customers and a general list of them.

Chart represents top 10 Customers of your company, each row shows a ratio between received advances, closed invoices and opened invoices.

Below the chart are icons that contain the current information on number of Customers, total of opened amounts and total amount of advances paid by them.

Listing table of Customers has the following information, split into the fields:

Field

Used to

Name

Name of the Customer in the system.

Balance of accounts receivable

Field indicates the amounts of settlements between the company and the Customer. It might be positive or negative. Negative balance indicates that the customer has exceeded its payments and paid to a company a stated amount of advances. Negative balance is accompanied with a red font. Positive balance indicates the amount of issued invoices, that customer is supposed to pay in the future.

Overdue amount

Amount that was supposed to be payed by the company, although it is delayed. Calculated amount might be a sum of several purchase invoices.

Advanced line item fields

Not all line item fields are displayed by default. To enable such fields, you have to turn on the extended mode for line item by clicking the More button above the list of items.

On enabling the extended mode, the following fields appear:

Field

Used to

Discount %

Amount of constant discount that the customer is eligible for.

Advances from customer

Account in Chart of Accounts that advances, payed by the customer, belongs to.

Receivables from customer

Account in Chart of Accounts that liabilities, payed by the customer, belongs to.

On this page, you are also able to add a new Customer to the system.
Note: New Customer is added to the system as a company regardless of his judicial nature.

More information