Customers - Section Overview

The Customers Section is a digital file cabinet for all things related to your customers. Access this section when performing actions or looking up information for a specific customer.

You'll see the Customer Index when you first access the Customer Section. This index is a great source of information that allows you to easily access critical information and organize your AR by key attributes such as:

• Customer ID

• Home Location

• Customer Name

• Outstanding Amount

• Net Due

• Credit Limit

• Pending Payments

• Last Payment Date

• Aging Status

• Portal Status

At the top of this page, you will also notice several "buckets" organized by Aging Status. These "buckets" are clickable, allowing you to filter the Customer Index by Aging Status easily. 

There are various ways to navigate your way around the Customer Index.  

You can click the "Filter Button" at the top right-hand side of the screen to filter by Active/Inactive Status, Home Location, Outstanding Amount, Last Payment, Autopay status, Aging Status, Portal Acceptance, and Assigned Rep.

Use Sorting to sort columns by alphabetical or numerical values. To do this, click on the orange arrows in each column heading.

The information within the Customer Index table is fully searchable to enable easy lookup. To perform a search, simply type in the "Search" box. 

To select a customer, click on a row in the table. This will take you to the Customer Overview section.

You can take two types of actions on multiple customers at once: Sending Invitations and Assigning Reps. By clicking "Send Invitations," emails and/or text messages will go out to any uninvited or unaccepted customer contact associated with the selected customers. By clicking "Assign Reps," a modal will pop up, prompting you to select a Suppli user and the role that they should be associated with for the selected customers.