The customer page

Each customer has a page of their own, which opens when you click the customer in the Customers list. The page shows what the customer owes, what is waiting on you or on them, every document and payment of theirs, and the details their documents start with.

The header

The header carries the customer's name and one line of identity: the registration code, the country and, when the customer accepts e-invoices, the operator they receive them through. When your business uses customer-based reference numbers, the line also shows the customer's reference number, with a button that copies it.

New invoice starts an invoice for the customer. The More actions menu starts an estimate, or duplicates or deletes the customer. The arrows next to it step to the previous or next customer without going back to the list.

Facts

Under the header, a row of facts sums up the customer's invoices. Each label has a tooltip that says what is counted.

• Customer since is the month the customer was added to Sliptree.
• Invoiced, 12 months is the total of invoices and credit notes issued in the last 12 months, per currency, without drafts.
• Invoices is the number of invoices ever issued to the customer, without drafts and credit notes.
• Average days to pay is the average time from the invoice date to full payment, for invoices paid in the last 12 months.
• Paid on time is how many of those invoices were paid by their due date, with a bar for each of the 12 latest. Both facts show once at least 3 invoices were paid in that time.

A customer with no issued invoices has no facts row, as every value would be zero.

Balance

The Balance card shows, for each currency, the customer's Open invoices and their Customer credit, with the credit as a negative amount. Its total says whether the customer owes you or has credit. The Apply credit link uses the credit on open invoices of the same currency. See Customer credit for how the amounts are counted.

Needs attention

The Needs attention card lists what is waiting, one row for each kind, with one button. For example:

• Overdue invoices. For one invoice, Send reminder opens the invoice ready to send a reminder.
• Accepted estimates that have no invoice yet. For one estimate, Create invoice starts the invoice from it.
• Estimates waiting for an answer, marked when one expires within 7 days.
• Invoices the customer has not opened, at least 7 days after they were sent by email.
• Credit the customer could use on open invoices, with Apply credit.

A row for several documents opens the matching tab, filtered to those documents, and Clear filter shows the whole list again. A customer with no invoices or estimates yet has a first-steps card here instead, with buttons for a new invoice and a new estimate.

Tabs

The tabs under the Needs attention card show the customer's Activity, Invoices, Recurring invoices, Estimates and Payments. A list tab shows the five latest items and links to the full list, already filtered to this customer. The Invoices tab includes credit notes, and the document tabs have a button that creates a new document of their kind for the customer.

The Payments tab lists payments only for roles that can see payments, so it stays empty for a Sales Representative.

Activity and the pinned note

The Activity tab is one feed of everything that happened with the customer: their invoices, estimates and recurring invoices, changes to the customer, and comments. Each entry names its document, and a click on that name opens it.

A comment written on the Activity tab belongs to the customer, not to a document, and only your team can see it. Such a comment can be pinned with Pin to top, either when it is written or later from its menu. The pinned comment shows under the header as the Pinned note, so everyone who opens the customer reads it first. A customer has one pinned note, and pinning another comment replaces it.

The pinned note is not the same as Additional information, which is printed on the customer's documents. See Comments and internal notes.

Details

The side column shows the customer's details in sections, such as Contact, Address, Legal and bank, E-invoices and Document settings. The pencil on a section opens a dialog with only that section's fields, and Save updates the customer. The customer's name is in the Contact section. An empty section has a link that adds the first value, for example Add address.

Document settings always shows the currency and the language, and any other setting the customer has of its own. A value that comes from your company settings is marked default. See Setting defaults for individual customers.

E-invoices says whether the customer accepts e-invoices and through which operator. When a number is missing for sending them, the section says which one and links to adding it. See Sending e-invoices to customers.

Updating from the business registry

When the customer has a registration code and is in one of the countries with a business register lookup, the Legal and bank section has an Update from business registry link. Clicking it compares the customer with the registry.

If nothing differs, the link turns into Matches the business registry. If something differs, a dialog lists each field with the current value and the registry's value, and every field is ticked. Untick what you want to keep, then click the update button. A VAT number that the registry does not list starts unticked, because a new registration can take a day to appear.

Documents that were already sent keep the details they were sent with.

What a Sales Representative sees

A Sales Representative sees only the documents assigned to them in Needs attention and in the tabs. The facts and the balance count all of the customer's invoices, so a note under them says when they include invoices by other team members. See Sales Representatives: scope and customer assignment.