> For the complete documentation index, see [llms.txt](https://docs.milientsoftware.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.milientsoftware.com/help/customers/customer-profile-page.md).

# Customer profile page

<figure><img src="/files/5SwkAfzs1GJPHesnEoqG" 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  ![](/files/4K8Wr8Yf4vGd0qvcPIa8)-button to add relevant data to the customer profile, e.g. bank account number, address, email and more.

<figure><img src="/files/MXRUO4jEdCJfG5xy28Al" 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="/files/IUVOlPEcOY403pqQCm0Q" 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.

![](/files/MLssqMiyFY0NxzmqDuCz)

</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;

![](/files/loF4jfRJVzPC5H7l32MC)

</details>

<details>

<summary>Key statistics</summary>

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

![](/files/5zyJZIY0iyWCT8aEnCTy)

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

![](/files/DseZAuDroBjjdzbQTc8A)

</details>

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

![](/files/G0peGIx2TMLli2WeYWxm)
{% 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="/files/sH70PJhtYJkanE13M56f" alt=""><figcaption></figcaption></figure>


---

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