Customer Summary
ACCESS
Click a customer name on any page where it appears
The Customer Summary is a profile of customer contact information, balance, activity, history, and aging. You can click the selection list to choose a different customer.
Common questions
What is the statement credit limit and how can it be changed?
Statement Credit Limit is the maximum amount your business will allow the customer to charge on account. This limit is displayed on the customer's statement (if statements are being sent). If you need to change a customer’s statement credit limit, contact your financial institution.
NOTE
This limit is not related to the customer's credit limit set by your financial institution, which is the maximum amount they will fund your business for this customer's invoices.
Need to update a customer's address and phone number?
Contact your financial institution.
Need to edit or delete a customer?
Customers cannot be edited or deleted in Business Center. To correct an error, contact your financial institution.
What is a "Suspense" customer?
When viewing your business's open credits, the customer names are links to the Customer Summary. If "--SUSPENSE--" is displayed instead of an actual name in the Customer Summary, the customer could not be identified in payment processing. You must assign a customer before applying credit.
- From Dashboard > Snapshot, click the Open Credits amount. From the Open Credits as of <Date> page, click the suspense transaction's balance.
- From the Transaction Details - Assign Customer page, under Assign Customer, select your preferred method to choose the customer – Name or Code.
- Select the customer for the transaction, ensuring that the address and phone number match your records.
- Click Assign Customer.
- Note the newly assigned customer in the Transaction Details page.
- Click the Apply Transaction link to apply credit.
What is reset aging?
Reset aging restarts the "aging clock" by making the account current. Your financial institution may reset aging for customers who need to work out a payment arrangement. If the Last Reset Aging date = N/A, the aging has never been reset for the selected customer.
