Customer Details

This widget displays contact information about clients for which an invoice has been issued.

Calculation

The widget browse your customer invoices, and present you with the customer contact details.

Fields displayed:

• Email
• Phone
• Website
• Contact
• City
• Country 

The total invoiced, paid, and due amounts for the selected customer are also going to be calculated based on the PAID, AUTHORISED and SUBMITTED invoices issued for this customer.

Settings

• Time period selection: Filter only the invoices issued during the selected time period.

The information may be found in the details of a User or an Organization.

Noticeable differences with the Impac! widget

The widget is not as detailed as the Vtiger page. It is focused on the most important fields.

Go to Contacts -  Customers and select your contact, then click on Customer Details.

Go to Customers and select your customer

Noticeable differences with the Impac! widget

The widget is not as detailed as the QuickBooks page. It is focused on the most important fields.