> 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 **Inactive** pill only when the customer is inactive, a **Portal** pill whenever your business has the Customer Portal (highlighted when this customer's portal access is on and the customer is active, greyed out otherwise), an **Office** pill once your business uses more than one office, a **Follow-ups off** or **Some follow-ups off** pill when staff have turned off this customer's automatic follow-ups (see [Manage customer follow-ups](/customers-and-work/customers/manage-customer-follow-ups.md)), and the HQ phone.

Expand **Billing** to see **Total amount due** directly below **Payment terms** in Customer Billing. It appears when you have permission to view invoices. It adds the remaining balances of unpaid, overdue, and partially paid invoices across all of the customer’s properties, including tax and discounts and subtracting successful payments. Draft, paid, void, payment-processing, and uncollectible invoices are excluded. A customer with nothing outstanding shows **$0.00**. When the balance is positive, the teal amount and link icon open **Invoices** in the same tab, filtered to all open invoices for this customer. Zero is plain text.

When money is overdue, a red overdue pill with a chain-link icon appears last beside the customer’s status pills. Click anywhere on it to open only that customer’s overdue invoices with a remaining balance, in the same tab. The pill keeps cents below $100, rounds hundreds to whole dollars, and abbreviates larger amounts: **$1.23**, **$12.34**, **$123**, **$1.2K**, **$12K**, **$123K**, or **$1.2M Overdue**. Hover to see the exact amount. There is no pill when nothing is overdue.

The Billing panel holds the billing address, payment terms, tax-exempt status, autopay, saved payment methods, billing notes, and customer-specific prices. The rest of the page covers the account's Properties and Contacts, Subscriptions, Automations (automated outreach and scheduled custom tasks), Workflows, custom fields, Notes, and a Timeline of activity. Long notes show a preview of up to four lines; select **Show all** to read the rest and **Show less** to collapse them again.

The **Properties** tab hides inactive properties by default. If the customer has inactive properties, clear the **Hide inactive properties** checkbox at the bottom right of the table to include them, or check it to hide them again. The Properties count follows the visible list. Your browser remembers this choice across customer pages and page reloads; related records in the other tabs remain available.

The **Jobs** tab gathers jobs across the customer's properties and opens sorted by job number, highest first, with older jobs at the bottom. Click a column heading to change the sort order.

The **Subscriptions** tab opens with the most recently created subscriptions first.

Timeline entries describe the activity and who made the change. For field edits, select **View changes** to compare the saved values. Notes keep the text you entered, including words such as “null” or “undefined”; clearing a note is shown as a separate change.

The **Inspection Reports** tab gathers reports across the customer's properties. Reports appear newest first by submission date, or creation date for drafts, on desktop and mobile. To download report files, click **Select** below the tabs, check the reports you want, then click **Download Selected**. **Cancel** clears the selection; switching to another tab also exits selection mode.

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.

**Timeline** is always at the bottom of the page, below the main content and side cards on every screen size.

![Customer detail page](https://3838208579-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flu1pgNH0CrkCPslG8suQ%2Fuploads%2Fgit-blob-7bd2ed332ef3ac2b1ad66e63fe5ced509f313f1e%2Fcustomer-detail.png?alt=media)

> **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)

Use the magnifying glass above a related-record table to [search all its pages](/getting-started/getting-started/search-tables.md), for example to find a property by address or a contact by name. Existing hide-completed and hide-inactive filters still apply.


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