> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/customers/what-the-customer-page-shows.md).

# What the customer page shows

A customer is the account, the company or person you do business with, and it owns the properties, contacts, quotes, and invoices tied to it. The customer page shows the account name, an Active or Inactive status, a Customer Portal Enabled pill when the portal is on for the account, and the HQ phone.

The Customer Billing panel holds the billing address, payment terms, tax-exempt status, autopay, saved payment methods, and billing notes. The rest of the page covers the account's Properties and Contacts, Subscriptions, Automations (automated outreach and scheduled custom tasks), Workflows, Custom Pricing, custom fields, and a Timeline of activity.

The Workflows tab appears once Workflows is enabled for your business and it has published at least one workflow. It lists the workflows that run for this customer and how each applies — to all customers, to this customer specifically, or through one of its properties or contacts. Use **Add workflow** to add the customer to a published workflow's audience; the workflow starts applying from then on. Audiences are managed in full on the Workflows page under Automations.

In Automations, the Start Date shows when outreach or a custom task first ran (or is scheduled to run), Next Date shows the next pending action, and Service Due Date shows the due date driving a scheduled Job Approval or custom task. A dash means the date does not apply; completed automations have no next date.

Use Edit to change the account's details, or the menu for Merge Customer and Split Customer. You can ask Essential about the customer you're viewing, such as whether they're active, their payment terms, or how many properties they have.

![Customer detail page](/files/7Xfy7LCaj5JaIizofnpF)

> **Where to find it:** Customers page (main navigation, Customers), then open a customer

## Related guides

* [Saving a customer's payment methods](/customers-and-work/customers/saving-a-customers-payment-methods.md)
* [Set customer billing (payment terms, tax exempt, autopay)](/customers-and-work/customers/set-a-customers-billing-profile-payment-terms-tax-exempt-autopay.md)
* [Turning on Customer Portal access for a customer](/customers-and-work/customers/turning-on-customer-portal-access-for-a-customer.md)
* [Create a customer](/customers-and-work/customers/create-a-customer.md)
* [Making a customer active or inactive](/customers-and-work/customers/making-a-customer-active-or-inactive.md)


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