Overview
Tab Path: Customers > Customer Center
Customer Center is a practical dashboard for day-to-day customer work. It brings common tasks, document lists, and reports into one place so users do not need to open several screens separately.
Main goalFollow customer activity from sales entry through payment collection.
Useful forSales teams, finance users, and anyone reviewing customer balances.
Typical useOpen a customer-related task, then review related lists and reports from the same screen.
Main Shortcuts
| Shortcut | What It Helps You Do |
|---|---|
| Statement | Open the customer statement workflow when you need a balance and transaction summary for follow-up. |
| Receive Payment | Record money received from the customer and apply it to open invoices. |
| Sales Quote | Create a quotation for the customer directly from the customer workspace. |
| Order | Create or review sales order activity for customer demand that is not yet invoiced. |
| Delivery Note | Work with delivery-stage documents when goods have been prepared or delivered. |
| Invoice | Open invoice entry or invoice review activity. |
| Refund | Open refund-related customer processing where credits or returns must be handled. |
| Customer List / Add New Customer | Review existing customers or create a new record. |
Lists And Follow-Up Links
The center also gives quick access to lists that help users monitor what is still open or needs action.
- Quote List: review open or historical quotations.
- Order List: follow orders not yet completed.
- Delivery Note List: review the delivery stage of customer documents.
- Invoice List: monitor invoices and customer billing history.
- Receipt List: review sales receipt activity.
- Refund List: follow customer refund or credit activity.
- Payment Transaction List: review how customer payments were recorded.
- Received Checks / Unposted Checks: follow cheque-based collection activity where used.
Reports And Analysis
| Report | Use It For |
|---|---|
| Customer Balance | Review the customer's current outstanding position. |
| Open Invoices | See what is still unpaid. |
| Open Orders | Check what customer demand is still pending. |
| Sales History / Sales by Customer | Review transaction history and commercial activity. |
| Receivables Aging Summary / by Month | Prioritize collections and understand overdue balances. |
| Customer Checks / Contact List | Support payment follow-up and customer communication. |
Suggested Daily Use
- Open Customer Center when you need a quick picture of a customer's transactions and balance.
- Use the shortcut that matches the immediate task, such as Receive Payment or Invoice.
- Review related lists to check if the customer already has open quotes, orders, invoices, or refunds.
- Use reports for analysis when the next step depends on balance, aging, or sales history.
- Complete the document or collection action, then return to Customer Center if more follow-up is needed.
Best Practice
- Use Customer Center as the starting point when a customer enquiry can lead to more than one document type.
- Review open invoices and aging before promising new credit or extending payment terms.
- Use statements and payment transaction review together when resolving balance questions.
- Check refund and cheque activity when a balance does not look correct at first glance.