Account - Account View
The Account View page is divided into the following sections:
Section | Description |
Actions | The following Actions can be taken. Print Statement - Generates a printed statement for the selected customer. Email Statement - Generates an email with a statement attachment for the selected customer. Email - Generates an email for the customer. Records - Opens a Records modal window for this customer. |
Customer Information Boxes | These boxes provide general information about the company. Current Order - shows the total value of current orders. Active Quotes - shows the total value of active quotes. This Year - shows the total value of orders this year. Last Year - shows the total value of orders last year. Average Days to Pay - shows the average number of days it takes for an order to be paid. |
Customer Details | This shows general company details. |
Notes | This shows any Notes for the company. |
Contacts | This shows any Contacts for the company. |
Tasks | This shows any Tasks for the company. |
Orders | This shows any Orders for the company. |
Items | This shows any Items for the company. |
Accounting | This shows any balances, payments, and entries for the company. |