Client Portal - Customers View

Customer Management: List and Individual View

The Customers view in the Client Portal provides a definitive list of all customers (debtors) whose invoices you manage through the portal. You can view, edit, and configure specific rules for each customer relationship.

1. Customer Table Overview

The main table allows you to quickly search, filter, and export a list of all your customers.

Customer Table Columns

Column Name	Description
Customer number	The unique identifier for the customer, typically from your own system.
Name	The full name or legal name of the customer.
Identification number	The customer’s official national or legal identification number.
Distribute by	Indicates the default method used to send invoices to this customer (e.g., Email, Preselected from ERP).
Email	The primary email address used for communication.
Phone	The primary phone number for the customer.
Balance	The total outstanding balance currently owed by this customer.

Table Actions

Action	Description
Search Bar	Allows you to search the list by customer number, identification number, name, email, or phone.
Export Table as CSV ($\text{Download arrow}$)	Downloads the current customer list data into a CSV file.
Cover Fees Action ($\text{Three-box icon}$)	Allows you to apply blanket fee settings to selected customers. You can choose whether to cover the Reminder Fee and the Interest Invoice Fee.

2. Individual Customer View

Clicking on a customer row opens the detailed view, which is separated into functional panels for information, finance, addresses, and events.

Information Panel (Core Details)

This panel displays the customer’s identity and communication settings.

Field Name	Description
Name	The customer’s legal name.
Customer number	Your internal identifier for the customer.
Identification number	The customer’s official national or legal identification number.
Invoice distribution method	The current default method for sending invoices (e.g., Preselected from ERP).
E-mail	Primary email address.
Phone	Primary phone number.
GUN (e-invoice B2B/B2C)	The client’s official electronic invoicing identifiers.
Financed	The financial status of the relationship (i.e., whether the customer’s invoices are eligible for financing).

Financial & Operational Summary

This section provides key metrics related to this customer:

• Client Ledger: Shows the Total Ledger Balance and a simplified timeline for the customer’s payment history.
• Services Financed: Lists the services financed for this customer and the associated financed amounts (e.g., Invoice service, Financed amount).
• Invoice distribution method: Dropdown menu allowing you to select and save the preferred distribution method for this customer.
• Reports booking method: Dropdown menu allowing you to select and save the bookkeeping method for reports related to this customer.

Address Panel

This section contains the addresses used for processing.

• Invoice Address: Name, Address lines, Zip code, City, and Country used for generating documents.
• Delivery Address: Name, Address lines, Zip code, City, and Country used for physical delivery.

Debtor Events Tab

This tab provides a history of major events related to this customer:

Column Name	Description
Type	The category of the event (e.g., Financial, Operational).
Date	The date the event occurred.
Time	The time the event occurred.
Event	A brief description of the event (e.g., Credit limit updated, Contact info changed).
Description	Detailed notes about the event.

Customer View Actions

Edit Customer Details

• Clicking the Edit icon ($\text{Pencil icon}$) in the top right of the Customer View opens a modal window containing all editable customer details (Name, Address, VAT number, Customer number, Contact information, etc.).
• Changes made here are saved by clicking SAVE.

Debtor Events Actions

• The Debtor Events tab also includes a row-level actions menu ($\vdots$) for specific events, allowing you to Download Report or perform other related actions.