Gain clarity with CRM Page Financial Summary Standardization

  • Published on Apr 27, 2026
  • 1 minute(s) read
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This new feature brings consistent financial logic and customizable settings to the Customer Profile page, helping explain balances and aging more clearly.

Customer summary showing open invoices, unpaid credit, and customer balance details.

What's new?

Previously, key balance fields like "Balance Due" and "Available Credit" appeared in separate areas with little explanation, making it hard to reconcile what a customer owed. Now, the Customer Profile page includes a new summary section with standardized terms (Open Invoices, Unapplied Credit, Customer Balance) and built-in tooltips. You can also view the Profit field on the Customer Profile page. A new setting lets you control how unapplied credits affect aging buckets. These updates help eliminate confusion for office teams and customers alike.

Before and After

Before (Current)

  1. Go to the Customer Profile.

  2. See separate boxes for balance and credit with limited logic explanations.

  3. No control over how unapplied credits or adjustments affect balances.

    Impact: Difficult for office teams to explain totals to customers.

After

  1. Join the waitlist to get access.

  2. After enablement, go to Settings > Invoicing > Payment Collections.

  3. Toggle on options to:

  4. Include unapplied credits in aging buckets

  5. View the updated Customer Summary section with standardized fields and tooltips.

    Impact: Improves trust, clarity, and support for unique accounting policies.

Who uses this feature

  • All Business Types

  • Administrators, Accountants, Bookkeepers

  • Region availability: All regions.

 

How it works for your industry

Residential Service and Replacement

  • A CSR confidently explains a customer's balance using the updated summary.

  • Office staff toggle ON unapplied credits in aging for clearer collection processes.

  • Accounting gains clarity on how adjustments show up in Customer Balance.

Commercial Service and Replacement

  • Collections teams get accurate aging reports that reflect their credit policy.

  • Account managers reduce support tickets by pointing to the tooltips in the profile.

Residential Construction

  • Long-cycle project clients see clearer balances with unapplied payments reflected properly.

  • Disputes are resolved faster due to improved transparency.

Commercial Construction

  • A CFO uses the standardized balance view for project billing audits.

  • Teams update settings to reflect complex multi-invoice payment structures.

  • Customer Summary becomes a reliable source for aging and balance explanations.

How to Prepare?

  1. Join the waitlist to request access to this feature in Early Access.

  2. After enablement, confirm the Customer Summary New Financials feature gate is on.

  3. Go to Settings > Invoicing > Payment Collections.

  4. Review and configure the new toggles to match your internal accounting rules.

  5. Train CSRs and bookkeepers to use the updated customer summary and tooltips.

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