Customer Profile Overview

Customer Profile:

• This is where you manage the selected customer, or view the Client Facing version of the portal.
• Click "Back to Customers" to return to the profile search page, or use the top right search box to start a new search.

The three "chips" denote that this customer has been properly linked to each respective entity. Meaning, for "Middle Earth Tech Solutions" we have a ConnectWise company profile, QuickBooks customer, and payment information from the BNG Gateway all related.

• If any of these "chips" are missing (regardless of your specific CRM/Accounting package configuration), open invoices or contacts may not display.

Please view each supporting document for the subsections:

• Customer Details
• Balance
• Open Invoices
• Pending
• Scheduled
• Payments Calendar
• Payment Methods
• AutoPay
• Invoice History
• Transaction History