Account Details

The 'Account Details' widget will appear in the CustomerCenter only if the Accounts Receivable license is turned on.

The Account Details widget will display all the the Invoices that a Contact is assigned as the Primary Contact in the Accounts Receivable GLA Catalog record's Contacts tab. Any Invoices that the Contact is responsible will appear in this section with two sections. In the first section the Contact will see it a summary of the Account and it's current Payment status. In the second section, each individual Invoice for a given account and the Payment status of each Invoice.

For each Invoice record in the 'Recent Invoices on Accounts' section the User can click the record to open the specific Invoice for that item in a easily printed format.