Customer Center Workflow
Checklist Item 9.2: customer list, transactions, balances, statements, invoices, and payments are easy to navigate.
Customers | Invoices | Payments | AR Aging | Statements
| Customer | Phone | Open Balance | Invoices | |
|---|---|---|---|---|
| Acme Manufacturing | mary@example.com | 607-555-1001 | 348.00 | 1 |
| Main Street Hardware | john@example.com | 607-555-1002 | 0.00 | 1 |
| Sample Walk-In Customer | walkin@example.com | 607-555-1003 | 378.00 | 1 |