Customer accounts and documents
Find the contacts, invoices, credit notes and statuses that make up each customer case.
In this section
- 01 Understand the customer view 360° Read balance, situation, contacts, documents, communications, and tasks for one account in one place.
- 02 Manage customer accounts Create or correct a manual account while respecting the source when data comes from an integration.
- 03 Add, edit or disable a contact Maintain a contact name, emails, phone numbers, and language, or disable them without losing history.
- 04 Understand invoices and their statuses Separate an invoice time status from its payment state calculated from covered amounts.
- 05 Due dates and payment schedules Understand invoice effective due date and progressive coverage of scheduled installments.
- 06 Understand credit notes and allocations Track available credit-note amount and its positive allocation to an invoice on the same account.
- 07 Synchronized or manually created data Recognize each account or document origin and choose the right place to correct it.
- 08 Documents, currencies and amounts Read invoices and credit notes in their currency, separating total, paid, credited, and remaining amounts.
- 09 Billabex status glossary Find the operational meaning of customer, invoice, payment, credit-note, and communication statuses.
- 10 Add invoices and credit notes manually Add one or more documents outside a connector and attach them to the right customer account.
- 11 Correct the paid amount on a manual invoice Correct the collected amount and immediately check the updated remaining balance.
- 12 View customer account history Review actions taken by your team, the agent, and Billabex processes on an account.
- 13 Set an account payment method Record whether a customer pays by bank transfer or direct debit so their first follow-up starts at the right time.