# Customer profile page

<figure><img src="https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FiD7QkeT9L0jeCN5AXAHl%2Fimage.png?alt=media&#x26;token=2c61f5e7-461c-4b4b-a324-6706715dde87" alt=""><figcaption><p>Here you will see relevant information about the company, its participation in projects, notes, address and other relevant information. </p></figcaption></figure>

Click the  ![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2Fsj0QqKpWLJRGolvOqt82%2Fimage.png?alt=media\&token=2cf7edce-eb18-4ab8-a64c-c0d667d49a18)-button to add relevant data to the customer profile, e.g. bank account number, address, email and more.

<figure><img src="https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FVPKoLJ8yRwTiT127z9KT%2Fimage.png?alt=media&#x26;token=a31bb90a-2c1b-4185-99df-167b38a44830" alt=""><figcaption></figcaption></figure>

### Invoice preference

More importantly, you can choose **preferred invoice type**, as well as choose a specific External receiver if you don't want to use the customer email for invoices.

<figure><img src="https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FOi44O5NOLw5exeYn3CGg%2Fimage.png?alt=media&#x26;token=bc834c46-9be9-4a1d-b280-8b9c32cbe54c" alt=""><figcaption><p>Snailmail refers to regular letter mail</p></figcaption></figure>

For Norwegian customers, you might prefer to send the invoice in an EHF format. The EHF receiver is retrieved from the customers organization number, which you can add under **Company reg. no**. when in Edit mode. [<mark style="color:purple;">**Read more about EHF h**</mark>](https://app.gitbook.com/@moment-team-as/s/help/financial/e-invoicing)<mark style="color:purple;">**ere.**</mark>

### Options in the customer's main page:&#x20;

<details>

<summary>Offers</summary>

The tab “Offers” gives the opportunity to review and send offers to customers. You can read more about[ <mark style="color:purple;">**how to compose offers in this article.**</mark>](https://docs.milientsoftware.com/help/offers)

</details>

<details>

<summary>Invoicing options</summary>

Define specific preferences for invoicing the specific customer. A full list of options can be seen in the tab itself, with accompanying descriptions of the different purposes they serve. [<mark style="color:purple;">**Read more about invoice settings here.**</mark>](https://docs.milientsoftware.com/help/projects/invoice-settings)

</details>

<details>

<summary>Invoices</summary>

Here you can see all invoices and credit notes sent to the specific customer, or create a new one. Design your invoice report with the help of the columns to your right, and print or download as a PDF or XLSX.&#x20;

Click the ⚙️-button to edit the status of exported files, or see recent ones.

![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FhQ61pgOFe9HgFklX4Og9%2Fimage.png?alt=media\&token=70148fe9-e2d8-451b-9283-7809de675fa4)

</details>

<details>

<summary>Customer Ledger</summary>

See invoices sent along with the respective payments. Payments can be received as OCR files if [<mark style="color:purple;">**KID**</mark>](https://docs.milientsoftware.com/help/financial/kid-number) is activated under [<mark style="color:purple;">**Setup > Settings > Invoicing**</mark>](https://app.moment.team/settings/preferences/invoicing).&#x20;

Payments can otherwise be manually entered in Moment by opening an invoice under **Finance / Invoices** and clicking **New payment**.

</details>

<details>

<summary>Files</summary>

The tab Files allows you to upload files that are relevant to the relationship with the customer:&#x20;

![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FD9EUgKg2FraFtQOO29d6%2Fimage.png?alt=media\&token=566ee544-6426-42eb-83be-221d749a6446)

</details>

<details>

<summary>Key statistics</summary>

See valuable statistics, like amount invoiced, the customer’s calculated profitability and more.

![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2Fdi3OGU0foPUMpQ8BTXq5%2Fimage.png?alt=media\&token=cd6bc740-a9d5-4a67-85fc-9b07fa2cc1d6)

Click the 🔎-symbol to get a detailed view of each statistic or to Download as Excel-file.

![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FE0T9kGNRC04xQ8R0ZtSs%2Fimage.png?alt=media\&token=39470d27-3fc2-46cf-94bf-4281f4fdfc30)

</details>

{% hint style="info" %}
Use the Previous / Next-buttons in the top right corner to swiftly switch between customer profiles.

![](https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FYNyfkqSiAukbsWIRzyPx%2Fimage.png?alt=media\&token=3e1fe161-b70b-4971-9134-4203dd36348e)
{% endhint %}

### Merge duplicates

Finally, on the top right corner of the customer's main page, you'll find the option to merge new customers with existing customers in case of duplicates.

<figure><img src="https://497021537-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LsGm2gYUXX6xCfrrWgU-887967055%2Fuploads%2FwULzyViBBN9GHIQTDDrt%2Fimage.png?alt=media&#x26;token=98573f14-8605-4f6d-bf8a-c8f990ceeaa5" alt=""><figcaption></figcaption></figure>