Customers

Customers is the team-scoped ledger for the people and organizations that you bill. It connects contact information to invoices, projects, collections exposure, relationship activity, and follow-up work. Your team can then move from a portfolio signal to the correct customer record.

What Customers Helps You Do

• Create and keep billing contacts.
• See recent, first-time, repeat, paid, and unpaid customer groups.
• Compare paid revenue with open and overdue exposure.
• Find customers by their details, tags, or country.
• Open the related invoices or projects from the ledger.
• Add a note, task, or invoice without a rebuild of customer context.
• Check at-risk customers and accounts-receivable aging.
• Apply tags and country updates to many customers at one time.

Before You Start

• Sign in and select the team whose customer ledger you want to manage.
• Confirm that you have write access before you create, edit, or delete records. Viewers can read team data, but Eigenn refuses their write requests.
• Prepare at least a customer name and valid primary email.
• Decide if the billing email differs from the relationship contact.
• Check the customers that exist before you create another record. The form does not block duplicate names or email addresses.

Read the Portfolio Summary

The top of Customers groups relationship and collections signals.

Relationship signals

• Most active client — the customer with the strongest current activity signal
• Inactive clients — customers without recent activity under the current metric
• Top revenue client — the customer with the highest paid invoice revenue
• New customers this month — customers created during the current period

Collections signals

• Outstanding — unpaid and overdue invoice amounts
• Overdue — the past-due portion of outstanding invoices
• At risk — customer risk derived from payment history
• DSO — an average days-to-pay signal from paid invoices

Expand Collections to check the at-risk customer list and accounts-receivable aging. The current browser keeps the expanded or collapsed state.

Summary cards are operational shortcuts, not a substitute for the invoice ledger itself. Open the customer or invoice records before you act on a large amount or a risk classification.

Segment the Customer List

Use the tabs above the table to answer common portfolio questions:

The groups can overlap. A customer with one paid invoice and one overdue invoice appears in Repeat, Paid, and Unpaid.

The quick shortcuts give Recent, Repeat customers, Unpaid invoices, and Paid customers views. These views use the same group rules.

Search, Filter, and Sort

Search

Enter the search text in Search customers or filter. Eigenn matches the customer name directly. Indexed customer details such as contact, email, phone, and address can also contribute to the text search.

Press Escape while the search has focus to clear the search text.

Filter

Open the filter control to select:

• One or more tags
• One or more countries that customer records already have

When you select many tags, Eigenn matches customers that have any selected tag. Eigenn does not need every selected tag.

Country matches can be inconsistent when older records use a country name without its country code. If a country filter returns no rows, clear it. Then use search until you correct the record.

Sort

Select a sortable table heading. Eigenn cycles through low-to-high order, high-to-low order, and no explicit sort. Sortable fields include name, contact, email, customer age, invoice count, project count, revenue, outstanding balance, last activity, engagement, and tags.

The list loads more customers as you scroll. When you select all rows, Eigenn selects only the rows on the pages that it loaded. It does not always select every customer in a large team.

Understand the Table

The visible Status column now shows Active for every customer. It is not a stored customer-lifecycle state.

Open and Act on a Customer

Select the customer's name to open the full record. Select a normal contact or address cell to open the compact details sheet.

The row action menu includes:

• View details
• Edit customer
• Chase overdue when the customer has an overdue amount
• Add Note
• Create Task
• Create Invoice with the customer preselected
• Copy Email
• Copy ID
• Delete

The row-menu Delete action is immediate. It does not show the confirmation that the full record or the edit sheet gives. Open the full record first when you want to check the record before deletion.

Bulk Actions

Select customer checkboxes to open the bulk toolbar.

Tags

Choose Tags. Then select or clear a tag. Eigenn adds a checked tag to all selected customers. When you clear a tag, Eigenn removes it from the selected customers.

Country

Choose a country to replace the country and country code on every selected customer. Eigenn keeps the other fields.

Status

Do not use Status as a lifecycle control. Active, Inactive, and Archived are visible in the bulk menu, but the current operation stores no status change and reports zero updated records.

Use tags, tasks, notes, invoice state, and the customer filters to organize follow-up. Do this until the customer status field is available.

Delete

Bulk deletion asks for confirmation. It then permanently removes each selected customer that belongs to the active team. Eigenn ignores a selected ID from another team. Eigenn does not delete it.

Empty and No-Result States

• No customers offers Create customer for the team's first record.
• No results means that a search, tab, tag, country, or sort combination removes every visible row. Choose Clear filters. Then add one condition at a time.

Important Boundaries

• Eigenn isolates customer records, searches, metrics, and writes to the active team.
• Eigenn lets you save duplicate customer names and emails. Compare the records that exist before you create one.
• The list's paid revenue and the full record's total invoiced value use different definitions.
• Engagement and risk are signals that Eigenn derives. They are not contractual customer statuses.
• Customer deletion is permanent. Eigenn keeps linked invoices, but they lose their customer association.

Troubleshoot

A customer does not appear

Confirm the active team. Select All. Clear the search and the filters. Scroll to load more rows. Then check if Eigenn deleted the record.

Paid and Unpaid both include the same customer

This result is correct when the customer has at least one paid invoice and another unpaid or overdue invoice.

The status change said it succeeded but the row stayed Active

Eigenn does not store customer status yet. The bulk control updates zero records now. Use a tag such as inactive-review or archived-reference when your team needs a temporary convention.

A country filter returns no rows

Clear the country filter. Then search for the customer. Edit the record and select the country again. Eigenn then saves both its display name and its code.

Revenue differs from the customer record

The list's Revenue includes paid invoices only. The full record's Total Spend or Total Revenue includes paid, unpaid, and overdue invoice amounts.

Related Pages

• Customer Records
• Customer Lifecycle
• Create and Manage Customers
• Review a Customer Finance Record
• Invoices
• Receivables