What is the Summary Section in Customer details page?

Problem Statement

You want to understand what the summary section in customer details page is.

Scope

What are the options available in the Summary Section on the Customer details page?

What is the difference between the Summary section on the Customer details page and the Subscription details page?

Summary

The Summary Section is available at the top of the Customer details page which provides a glimpse of primary customer and subscription details. Here is the list of options available in the Summary Section.

• Total amount due
• Total Upcoming payment
• Total Unbilled charges
• Promotional Credits available
• Refundable Credits available
• Excess payments received

With the new UI enhancements on Latest Product Catalog, you will have hyperlinks for all the options except promotional credits.

Solution

Hyperlinked Summary Section

We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. We have also added a summary title to the box, providing a clear and concise overview of the information presented. Previously, the information in the summary box was displayed in a less organized manner. We have worked to clean it up and make it more user-friendly.

Total Amount due

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You can also perform Delete, Mark as Void, Close Pending invoices, Write off Invoices, Collect Payment for invoices & Resent E-Invoices for multiple invoices.

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Total Upcoming payment

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Total Unbilled charges

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Refundable Credits available

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Excess Payments received

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Note: The subscription details page do not have links since the collective information of all subscriptions are available under customer details page.