The customer page
Open a customer and you get their whole history in one place: what they owe you, everything you've done for them, and the details that drive their paperwork.
Overview — what they owe you
The cards at the top answer the question you actually have: open quotes still waiting on a decision, outstanding invoices sent but unpaid, and overdue — past their due date. Underneath, their quotes and invoices sit in two tables with live statuses.
Jobs & Projects — the work itself
Every job you've done for them, with progress and status, plus any projects grouping that work. It's the fastest way to answer “what did we do there last time?” before you quote the next one.
Account — their details and terms
Name, contact, address and the terms that flow onto their documents — currency, payment terms, VAT. Change them here and future quotes and invoices pick the new values up; documents you've already sent keep the terms they were issued with.
The list rolls it all up
Back on Customers, each row already shows how much work you've done and what's outstanding — so chasing money starts from the list, not from opening every record.
More in Customers & sites
- Add a customer — Create the business you invoice, set their terms once, and let the address finder do the typing.
See what else Customers can do, or browse all guides. Still stuck? Email support@jobivo.co.uk.