Customer Overview

Every customer in Suppli has their own Customer Overview section that summarizes their account and provides a summary of customer-related Notes.

On this page, you can find the following important customer information:

• Account Summary: Total outstanding invoice amount

• Total Past Due: Total outstanding invoice amount past due

• Days Past Due (Number): Average number of days past due across all outstanding invoices

• Days Past Due (Chart): Days past due for a specific customer, weighted by outstanding invoice amount

• Largest Past Due Invoices: The 10 largest past due invoices

• Oldest Past Due Invoices: The 10 oldest past due invoices

• Customer Notes: Notes for a specific customer

You can also see any internal reference notes on the customer's communication preferences by clicking "View Preferences." Here, you can toggle their communication preferences and add any special instructions. This does not adjust any of the customer-specific communication settings—you'll do that in the "Settings " tab in the header. 

Within the Customer Section, you will notice a header at the top of each page that provides key information, including: 

• Customer ID: A customer's customer ID (as defined by your ERP)

• Status: A customer's aging status (defined as the aging of the oldest outstanding invoice)

• Outstanding: A customer's total outstanding invoice amount 

• Net Due: A customer's total amount due minus any credits or deposits

• Payment Terms: A customer's payment terms. See Customer Settings for details on how to adjust these terms

• Last Credit Review: Date of the customer's last credit review (as defined by your ERP)

The header will also be where you can navigate to the different sections for that customer: Invoices, Projects, Customer Info, Payments, Settings, Activity, and Documents. 

• Cash App: Apply a cash payment to the customer

• Run Stmt: Run a full statement for the customer

• Add Note: Add a note to the customer's overview dashboard

When you click "Run Statement," it will download a current statement for the customer. You can access this from the downloads folder in your web browser or computer.

To create a customer-specific note, simply click on the Add Note button in the top-right of the screen. 

Your latest notes are on the right side of the screen. Each card contains the create date, the note author, and a summary of the note's contents. To view all notes, click "View More."