The Customer Detail Screen provides information about that customer so that you can take the appropriate action to ensure you get paid.
You can open a customer's detail screen from the Home screen or the Customers screen by clicking on the link on the customer's name.
The customer detail screen allows you to:
- View detailed information about the customer.
- View or change preferences, including turn off/on reminders, turn off/on statements and turn off/on late fees.
- Take immediate actions, including sending a reminder, sending a statement or taking a note.