Customer Records

A customer record connects relationship details to the financial work that your team does for that customer. It is the place to answer questions such as: Which amounts remain unpaid? What did the customer pay? Who owns the next follow-up? Which notes and files explain the account?

Customer records belong to the active team. When you change teams, Eigenn changes the customer ledger. A customer ID from another team does not open or change a record in the current team.

What a Customer Record Includes

The full record has three main areas:

• Customer header — name, primary contact, tags, and actions to create an invoice, edit the record, or delete it
• Financial summary — total invoiced value, estimated MRR and ARR when paid history exists, and a spend-over-time chart
• Relationship workspace — activity, invoices, emails, notes, tasks, files, contact information, address, payment methods, and customer-level actions

Select a customer name in Customers to open the full record. When you select a non-interactive cell in the customer table, Eigenn opens a compact details sheet first. Select Open Full Page for the complete workspace.

Understand the Financial Signals

Total Spend and Total Revenue

The full record's Total Spend and Total Revenue values add paid, unpaid, and overdue invoice amounts. Eigenn excludes draft, scheduled, and canceled invoices.

This value is the total that Eigenn invoiced, not the cash that you collected. Check the invoice statuses and the payment records before you use it as realized revenue.

The customer list's Revenue column is different: it adds paid invoices only. The Outstanding column adds unpaid and overdue invoices. The overdue indicator shows the past-due portion.

MRR and ARR

MRR and ARR are estimates that Eigenn derives from paid invoice amounts:

• With more than one paid invoice, the estimate uses their average amount
• With one paid invoice, the estimate uses the latest amount as the monthly value
• ARR is the monthly estimate multiplied by 12
• With no paid invoice history, the cards show zero and No recurring revenue detected

These cards do not examine a subscription schedule. They do not prove that an invoice recurs monthly. Treat them as directional estimates, especially for annual, quarterly, irregular, or one-time billing.

Spend Over Time

The chart groups paid, unpaid, and overdue invoice amounts by month. It opens with about the previous 12 months. It also gives 3-, 6-, 12-, and 24-month shortcuts and a custom date range.

If a customer uses more than one currency, the record gives no consolidated exchange-rate conversion. Review the related invoices by currency before you use the chart or the total in a financial decision.

Payment Health

The compact details sheet can show a payment-health score, risk band, and on-time rate when enough invoice history exists. If the section is absent, there is no scoreable history yet.

The risk bands are Healthy, Moderate, At risk, and Critical. They are operational signals, not credit ratings. Confirm the related invoices and the payment activity before you escalate an account.

Work Through the Record Tabs

Activity

Activity shows the events that belong to the customer. A new customer has a creation event even when no other activity exists.

Use the timeline to confirm that the relationship history belongs to the correct customer. Do not use it as a complete audit log of every external conversation.

Invoices

Invoices shows up to 10 invoices for the customer with amount, currency, status, issue date, due date, and paid date when available. Select an invoice to open its details.

Select View All to continue in Invoices when the customer has more records. Use it also when you need the full filter and lifecycle controls.

Emails

Emails shows the collection and reminder communications that Eigenn records for the customer. Eigenn shows the messages in time order with recipients, delivery state, channel, and a body preview when available. Eigenn groups related reply and forward subjects for context.

This tab is a communication history, not an email composer. Send or schedule supported messages from the related invoice or receivables workflow.

Notes

Use Notes for the internal context that must remain with the customer:

1. Enter the decision, exception, or relationship detail.
2. Select Save note.
3. Confirm that the note appears with its author and timestamp.

Eigenn deletes a note immediately from the note list. Copy important information to another location before you delete the note.

Tasks

Create customer-specific work. A title is necessary. A description and a due date are optional. A task moves through this cycle:

1. To do
2. In progress
3. Done
4. Back to To do when you select the task again.

The action button always advances to the next state. Eigenn deletes a task immediately. Confirm the task before you select Delete.

Files

The Files tab combines two file types:

• Customer files that you upload directly to the record
• Invoice files that belong to the customer

Drag one or more files onto the upload area, or select files from your device. The page shows the upload progress. The page refreshes the list when the storage and the record creation succeed.

You can preview, download, and delete customer-uploaded files after confirmation. You can open or download invoice files from this tab. But you manage them with the related invoice. You cannot delete them as customer uploads.

The upload control does not show a file-size or file-type limit. A storage or policy rejection shows as an upload error. Try again only after you check the file and your team's storage access.

Review Contact and Account Details

The right side of the full record can show:

• Primary and billing email
• Phone and website
• Billing address and tax or VAT number
• The general note saved on the customer form
• Tags
• The stored payment-method type and the last four digits, with the default marker
• Invoice and project counts
• Customer age

Payment methods are read-only in this record. Add, replace, or remove a payment method through the payment flow that created it.

Customer Actions

The compact sheet shows Chase overdue only when payment-health data reports an overdue ratio. The customer list also shows the action when the row has an overdue amount.

Data and Deletion Boundaries

A customer deletion is not an archive operation. You cannot undo it from the product.

Eigenn deletes the customer record, tags, notes, tasks, uploaded-file records, payment-method links, and linked projects with it. Eigenn keeps the invoices, but it clears their customer association. Collection cases and promises can also remain without a customer link when their configuration keeps them.

Invoice and operational history can outlive the customer link. Check the record before deletion. Export or reassign the context that your team must keep.

Current Limitations

• The full record first shows up to 10 invoices and up to 25 emails, notes, tasks, and files. Continue in the related workspace when you need a longer history.
• MRR and ARR are invoice-based estimates, not subscription-ledger values.
• Eigenn does not convert mixed-currency customer totals into a shared base currency.
• Add to List does not create a list membership now.
• Eigenn normalizes the website field when you save it. If its link opens incorrectly, copy the domain that Eigenn shows, then open it in a new browser tab.

Troubleshoot

The customer record is not found

Confirm that the correct team is active. Confirm that the customer is not deleted. You cannot open customer records across team boundaries.

A financial total does not match collected cash

Open Invoices and separate the paid, unpaid, and overdue records. The customer-level Total Spend and Total Revenue values include open invoice amounts.

MRR or ARR looks too high

Review the paid invoices that Eigenn uses for the estimate. Eigenn treats a single paid invoice as a monthly value and annualizes it. This happens even when the original charge was one-time or annual.

An email does not appear

The tab shows the recorded collection communications, not every message in an external mailbox. Review the related invoice activity and the connected email account.

A file upload failed

Confirm that the correct team is active. Try again with a safe filename. Review the team's storage availability. A successful storage upload must also create the file record before the file appears in the list.

Related Pages

• Customers
• Customer Lifecycle
• Create and Manage Customers
• Review a Customer Finance Record
• Invoices
• Invoice Collection Workflow