Customer Details
When you click a Customer Name from the Invoices tab of AR Remittances (SmartCustomer), the Customer Details page opens. This page shows customer‑level information, AR aging, and invoice counts so you can understand the customer context while working invoices.
Available Actions
Enrollment / AR Remittances Toggles
Enrollment and AR Remittances toggles appear at the top of the page.
Use these toggles (if enabled in your environment) to control whether the customer is:
Enrolled in overall automation.
Included in AR Remittances–specific automation.
After changing the toggle state, click Save to apply your changes.
Quick Navigation Links
Customer Emails – Opens a view of AR‑relevant customer emails.
Invoices – Opens a filtered Invoices view showing invoices for this customer.
Payments – Opens Payments associated with this customer.
Credit Memos – Opens Credit Memos related to this customer.
Disputes – Opens Disputes recorded for this customer.
Figure 1. Enrollment / AR Remittances Toggles and Navigation Links on Customer Details Page
Tip: Use the navigation links to move quickly between a customer’s profile, their invoices, and related AR artifacts while reviewing or collecting on open items.
Note: The exact toggles and links available may depend on your organization’s configuration and permissions.
Viewing Customer Standard and Extended Fields
The Customer Details card is divided into Standard Fields (left) and Extended Fields (right). Standard Fields always appear; Extended Fields are shown only if your organization has configured custom attributes.
Standard Fields
Typical standard fields on the Customer Details page include:
Table 1. Standard Fields
| Field | Description |
|---|---|
| Customer Name | The primary display name of the customer account as maintained in your source system or AR master data. |
| Customer ID | The unique identifier or code for the customer, used to link the record to your ERP or system of record. |
| Customer Hierarchy | Shows the customer’s position in any defined parent/child or group structure. Displays [None] if not part of a hierarchy. |
| Status | The current lifecycle state of the customer (for example, Active, Inactive). |
| Customer Contacts | The primary email contacts for this customer for AR, remittances, and collections‑related communication. |
| All Invoice Contacts | The full set of email addresses eligible to receive invoice‑related communication for this customer. Displays -- if not set. |
| Collections Agent | The individual primarily responsible for collections and follow‑up activities for this customer. Displays -- if not assigned. |
| Sales Agent | The sales owner or account executive assigned to this customer. Displays -- if not assigned. |
| Collections Manager | The manager overseeing the collections team or agent responsible for this customer’s AR performance. Displays -- if not assigned. |
| CSM | The Customer Success Manager assigned to this customer, if applicable. Displays -- if not assigned. |
| Disputes Count | The number of currently open disputes associated with this customer. |
| Open Invoices | The count of invoices that remain open (unpaid or partially paid) for this customer. |
| Delegated to Auditoria | Indicates whether responsibility for this customer’s AR workflows is delegated to Auditoria (Yes/No). |
| Tags | Labels applied to this customer (for example, segment, risk level, priority). Displays [None] if no tags are assigned. |
Extended Fields
The Extended Fields column on the right displays any custom fields configured for your organization.
If no custom attributes exist, this section shows “No Extended Fields”.
Figure 2. Customer Details Panel Showing Standard and Extended Fields
Tip: Review these fields when working invoices for a customer to confirm ownership, contact strategy, and any hierarchy or tagging that may affect AR decisions.
Note: The fields visible and their values depend on your configuration and source‑system data.
AR Aging and Balance Summary
Within the Customer Details card, the AR Aging section summarizes outstanding receivables and unapplied amounts for the selected customer.
Key elements:
Entity Selector (AR Aging)
Dropdown that scopes the aging and balances to a specific entity.
Aging Chart and Buckets
A legend and chart showing the customer’s receivables by bucket:
Current Balance
1–30 Days
31–60 Days
61–90 Days
90+ Days
Each bucket shows the corresponding amount (for example,
SEK 0.00in the screenshot).
Balance Summary (by customer and entity)
Open Invoices – Total amount of open invoices for the customer and selected entity.
Unapplied Credit Memo – Total value of credit memos not yet applied.
Unapplied Payments – Total value of payments received but not yet applied.
Total Balance Net of Unapplied Amounts – Open Invoices minus unapplied credits and payments.
Figure 3. AR Aging Chart and Balance Summary for Selected Customer and Entity
Tip: Use the AR Aging section to understand how a customer’s open invoices are distributed across aging buckets before deciding which invoices to prioritize in collections.
Note: Always confirm the Entity selected in the AR Aging dropdown; balances and counts are scoped to that entity.
Notes Section
The Notes section at the bottom of the Customer Details page provides an audit trail and collaboration space for customer‑level activity.
How to Use Notes
Viewing Notes
All notes for the customer are displayed in a single list.
Notes are categorized as:
SmartBot – system‑generated notes (automation events, system updates, etc.).
User – manually created notes by users.
Use the checkboxes (for example, SmartBot (0), User (0)) to include or exclude each type.
If there are no notes, “No Data To Display” is shown.
Figure 4. Notes Section on Customer Details Page
Searching Notes
Use the search in notes field to find notes by keyword (for example, “payment plan”, “promise to pay”, or a specific invoice number).
Search applies only to the notes currently visible under the selected SmartBot/User filters.
Filtering Notes
Click the filter icon next to the notes search bar.
Choose criteria (for example, Note created by) and an operator and value.
Click Apply to activate the filter.
Add multiple filter rows as needed or clear them to reset.
Figure 5. Notes Filter Options – Customer Details Page
Adding Notes
Click the plus (+) icon to add a new User note (if your permissions allow it).
Enter your note text in the editor that appears.
Click Save to create the note, or Cancel to discard it.
Figure 6. Notes Section with SmartBot/User Filters, Search, and Add Options
Tip: Use customer‑level notes to capture agreements, behaviors, or risks that affect multiple invoices (for example, temporary payment plans or chronic late‑payment patterns).
Note: If you cannot add notes, you may not have the required permissions. Contact your administrator for access.