Overview
Customer Overview
A Customer Overview is a concise summary of a customer’s profile, including contact information, transaction history, and current account status.
To View Customer Overview
Double-click on the customer name from any module and you can view the customer's summary.
What's in Customer Overview Window
The Customer Overview window will display key details:
- Customer Name with Location.
- Click on View Customer button for more customer information.
On the right side, the following details are shown:
- Date &.Days: It displays when the customer has been created.
In the Customer Summary Tile:
- Jobs: Total jobs of the customer.
- Invoice: Total invoices associated with the customer.
- Overdue: Total overdue amount.
To access further information, click the downwards arrow The expanded details will show:
- Balance: Remaining balance for the customer.
- Paid: Total amount paid by the customer.
- Draft: Pending draft invoices.
View Additional Details
There are six tabs available for more detailed information
- General
- Displays primary details of suppliers such as Primary Email, Primary Mobile, and Address etc
- Transactions
- This section allows you to select and view all transactions and vouchers for the customer such as
- Collections
- Collection Advance
- Final Invoice
- General Customer Invoice
- Credit Note
- Statement
-
- It displays the balance amount of the customer.
- Option to download as PDF Click on View Statement to navigate to a detailed page.
- Option to send the statement via email.
- Memo
- Displays data such as Description, Date, and Time for memos related to the customer.
- Logs
- Provides a record of who accessed the system and interacted with the invoice.
- Feedback
- Shows feedback data, including Title, Job, Rating, and Description.
Invoice Overview
An invoice overview is a summary that highlights key details of an invoice, such as the total amount due, payment terms, and basic item descriptions. It provides a quick snapshot of the billing information for easy review.
Steps to View Invoice Overview
- Step 1
- Go to Operation Module → Invoice
- Step 2
- Double-click on the particular invoice you wish to view.
View the Invoice Overview Window
The Invoice Overview window will appear, displaying key details
- Final Invoice Number: The unique identifier for the invoice.
- Amount in SAR: The total amount of the invoice in Saudi Riyals (SAR).
- Paid/Unpaid Status: Indicates whether the invoice has been paid or remains Unpaid.
- Invoice Date: The date the invoice was issued.
- Due Date: The date by which payment is due.
On the right side, the following details will be shown:
- Created By: The individual or system that created the invoice.
- Approved By: The individual or system that approved the invoice.
Financial Summary tile displays
- Invoice Amount: The total billed amount.
- Collection Amount: The amount already collected.
- Credit Note Amount: The amount credited or adjusted.
To access further information, click the downwards arrow The expanded details will show:
- Apply Credit Amount: The amount applied from credit notes or adjustments.
- Balance: The remaining balance for the customer
View Additional Details
There are five different tabs available in this section for more detailed information:
- General
- This section displays the primary details of customer associated with the invoice such as Name, Primary Email, Primary Mobile, Address, etc.
- Preview
- It is the print view of the invoice.
- Ledger
- In this section, you can view all the ledger details associated with the invoice. It will show any accounts and entries linked to the invoice.
- Transaction
- In this section you will be able to view all the transactions of that invoice.
- Logs
- The Logs section in an invoicing captures and tracks the history and status changes of invoices.
Note: You have the option to Download the invoice overview as a PDF file or to Print
Actions Performed
- Send Mail
- Record Collection
- Collection History
- Issue Credit Note
- Print Bilingual
- Download Bilingual
Supplier Overview
A Supplier Invoice Overview is a summary of a supplier’s invoice, including key details like invoice number, date, amount, payment status, and due date, providing a quick snapshot of the transaction.
Steps to View Supplier Overview
Double-click on the supplier linked to the specific invoice you want to view
What's in Customer Overview Window
The Supplier Overview window will display key details:
- Supplier Name with details.
- View Supplier button for additional options.
On the right side, the following details are shown:
- Date &.Days: It displays when the customer has been created
In the Supplier Summary Tile displays
- Invoice: Total invoices associated with the supplier.
- Overdue: Total overdue amount.
To access further information, click the downwards arrow The expanded details will show:
- Balance: Remaining balance for the supplier.
- Paid: Total amount paid by the supplier.
- Draft: Pending draft invoices.
View Additional Details
There are six tabs available for more detailed information:
- General
- Displays primary details such as Primary Email, Primary Mobile, and Address etc.
- Transactions:
- This section allows you to select and view all transactions and vouchers for the supplier such as
- Supplier Credits
- Payments
- Supplier Invoice
- Container Deposits
- Payment Refund
- General Supplier Invoice
- Statement
-
- It displays the balance amount of the supplier.
- Option to download as PDF Click on View Statement to navigate to a detailed page.
- Option to send the statement via email.
- Memo
- Displays data such as Description, Date,Time and created by for memos related to the supplier.
- Logs
- Provides a record of who accessed the system and interacted with the invoice.
