The customer page can be accessed by going through the Invoices or Customers overview then clicking on a customer name.
This brings up the customer page.
The customer page pulls contact information through from your bookkeeping system, including who the main contact is, phone & mobile numbers as well as the postal address.
You will also see a representation of total outstanding and overdue amounts for the customer on the right, as well as any thresholds you have set. For more information on thresholds please click here
'History' is a log of recent communication and notes for that customer. All notes added either at the customer or invoice level will be visible within the customer history as well as the chase emails that went out and any replies and responses. The history is limited to the most recent 30 events and events that happened in the last 30 days.
Recipients are where you can select which customer contacts will receive automated chasers (normal, escalated, CC) You can also add new contacts in your bookkeeping system from here. (Xero is used for demonstration purposes, in QBO and Exact relevant name is shown)
The 'invoices' tab will show a mini-display of the invoices for that customer, similar to searching the customer on the 'Invoices' main tab. You can see Chasing, Not Chasing and Paid invoices and can also Stop Chasing / Start Chasing on specific invoices that might not need the standard approach for this customer.
You can Add or Edit contact information for that customer, by clicking on the bookkeeping link.