CRM help

Customers and receivables

Every customer with what they owe and how they pay, one customer on Customer 360, the statement of account, the ageing and the dashboard.

Start here in Customers and receivables

The Customers page, health and segments Every customer with what they owe, how late, their credit headroom and a health score. Segments narrow the list, and each segment's count always equals the rows it shows.
Customer 360 and the statement of account One page per customer: what they owe and how they pay, what they buy, who they are and what is open with them. The statement of account is printed from here.
CRM on the sales and customer screens With CRM on, the sales screens check credit when a document is saved, the view page of a saved sales document shows a CRM panel, and the customer in Accounting gets a…

Receivables: ageing and expected cash Receivables ages what every customer owes, by customer, agent or area, proves the total against the customer ledgers, and shows the cash you can expect from bills…
My work, the CRM dashboard The CRM start page: your own work for today first, then the company's receivables, credit, sales and service figures, each defined below.