Client Summary

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Review the client's unpaid invoices, purchases, contact details and trust score.

Opening the Screen

Summary is the first tab of a client record, so it opens with the client: {admin}/users/detail?id={client}&tab=summary

What Is on the Screen

Four figures with badges across the top, then four cards that each say one thing.

Badges Registration, Total Revenue, services and recent requests, each marked past a threshold.

Accounting Money still uncollected, with the paid, unpaid, cancelled and refunded split underneath.

Client Details Who the client is: name and company, contact details, location and account facts.

Trust Score A 0-100 reading of how established the account is, with the four inputs that produced it.

Total Order Volume What the client has spent, where their services stand, and how the portfolio splits by product group.

Badges

Each figure across the top shows its badge once the client passes a threshold. The defaults:

Loyal Registered at least 5 years ago.

Silver / Gold Total Revenue of at least 500 for Silver and 1,000 for Gold, in your Default Currency.

Multi-Service At least 5 active services.

Experienced An active service and 1 to 15 support requests in the last three months.

To change them, point at a figure and click the slider icon in its bottom-right corner (Configure … badge settings). Badge Threshold Settings opens at that badge. Enter the value and click Save & Apply; it applies to all clients. Reset to Defaults refills these defaults.

Accounting

The lead figure is the amount not yet collected. Under it, a bar shows the paid, unpaid and cancelled split, with counts beside the amounts. Refunds are listed but kept out of the bar.

The card's own actions are here too: issue a new invoice, send a reminder, or open the client's invoice list.

Client details

Account type, e-mail address and phone with their verification marks, language, currency, location, registration date and last sign-in. Last Login counts only the client's own sign-ins, never a session opened with Sign In as Client.

Trust score

One number between 0 and 100, calculated from current data whenever the card opens. Previous scores are not stored. Each of the four axes earns points from its own threshold table, and the points are added up.

Active Services Only services in the active state are counted. Suspended, cancelled and expired ones do not enter the figure.

Total Revenue The sum of the client's paid invoices - lifetime, not for a period.

Account Age The time since the registration date, in years. An account younger than a month counts as zero.

Support Requests The number of requests in the last three months - the ones opened in that window, not the ones still open.

The default thresholds and the points they award:

Axis	Condition	Points
Active services	none	0
Active services	1 - 5	20
Active services	6 - 15	25
Active services	16 and above	30
Total revenue	none	0
Total revenue	up to 100	5
Total revenue	up to 500	10
Total revenue	up to 1,500	15
Total revenue	up to 3,000	20
Total revenue	over 3,000	25
Account age	younger than a month	0
Account age	up to 1 year	5
Account age	up to 4 years	10
Account age	up to 7 years	15
Account age	up to 9 years	20
Account age	over 9 years	25
Support requests	none	0
Support requests	1 - 5	20
Support requests	6 - 10	15
Support requests	11 - 30	10
Support requests	31 and above	5

On the card each axis shows its points against its own ceiling: active services 30, revenue and age 25, support requests 20.

The total also gives the badge under the card its name:

Excellent 80 and above.

Good 60 - 79.

Fair 40 - 59.

Poor Below 40.

The settings icon in the card's top-left corner opens the thresholds and points. Changes there apply to all clients.

Total order volume

The headline figure is everything the client has spent. The badge beside it counts their services, whatever state those are in.

The four numbers below report where the services stand: active, suspended, renewing within 30 days, and cancelled. Each opens the service list filtered to that set. Renewing looks forward only; an overdue service appears on the accounting card instead.

At the bottom the portfolio splits by product group. The tint behind a row shows that group's share of the volume.

Tasks

Chase an unpaid balance

Read the lead figure on the Accounting card.
Send the client their outstanding invoices with the reminder action. If their preferences exclude invoices, nothing goes out and the message says why.
Open the invoice list from the same card when you need to see them one by one.
After a payment, the lead figure and the collection bar update the next time the tab opens.

Verify a contact detail

Find the e-mail address or phone on the Client Details card; an unverified one is marked.
Use the mark-as-verified action next to it.
The chip in the header strip clears at the same time.

Manage account credit

On the Summary tab, select Manage beside Balance in the Accounting card.
In Manage Account Credit, choose Add Credit or Deduct Credit. Enter a positive Amount and an optional Description, then select Apply.
The current balance and transaction history show the saved adjustment. To correct a manual entry, open its Actions menu and choose Edit, change the fields and select the save icon. To remove it, choose Delete and confirm.

Saving an unchanged entry again does not change the balance; deleting an entry reverses its effect once. A deduction may leave a negative balance. Entries created by invoice payments cannot be edited or deleted here.

Check for duplicate accounts

On the Summary tab, click Check Duplicate Accounts in the Actions card.
In Duplicate Account Detection, click Start Detection.
The IP address, exact full name and exact company name are compared in turn. With no match, the window reports no duplicate accounts.
Matching accounts are listed. The IP Address column shows the address the two accounts share; the warning icon beside it marks an IP match.

Things to Watch

The lead figure is what is owed, not what was earned

The Accounting card leads with the uncollected amount. Total earnings are on the order volume card.

The trust score and badges decide nothing on their own

No automation reads them. They are there to help you prioritise.

Opening no support requests lowers the score

The request axis reads as "fewer is better", but zero gives the lowest value: 1-5 requests earn 20 points while an account that has opened none earns 0. A new, trouble-free account scoring lower than you expected is usually this.

Totals use one currency

Invoice totals, the revenue badges and the trust score convert each currency into your Default Currency at the current rate. A single invoice keeps the currency it was issued in. In 5.0-beta.4 and earlier, the badges and the score added amounts up without converting them. On 5.0-beta.4 the fix comes with the fix package; it is also in the next version.

Staff addresses do not count as a match

Addresses staff sign in to the panel from, and sessions opened with Sign In as Client, are left out of the comparison. If a client signs in from a network your staff also use, that address is not used for matching.

Required Privileges

The tab opens with the client record itself. Its actions need USERS_OPERATION: issuing an invoice, sending reminders, checking for duplicate accounts, and changing badge or trust score settings. Without it, those settings icons do not appear. In 5.0-beta.4 and earlier they appear but do not open. The balance figure follows USERS_MANAGE_CREDIT.

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