Accounts Receivable | Customer 360
One customer record. Every transaction. One screen.
Quotes, sales orders, invoices, receipts, credit notes, payment history, credit limit, contacts and documents on the same customer record. The same record sales, AR and the CFO post against, with no second master to reconcile.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Unified customer record | Quotes, SOs, invoices, receipts, credit notes | Single timeline per customer |
| Live KYC posture | Legal name, EIN, address and exemption certificates | Verification status with last-checked timestamp |
| Credit limit + utilisation | Open SOs + open invoices + receipts | Available credit, in real time |
| Document repository | Contracts, MSAs, customer POs | Searchable, versioned, hash-verified |
| Multi-entity rollup | Per-entity transactions | Group-level customer view |
| Role-aware screen | User role + customer record | Sales / AR / CFO lens on the same data |
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Unified customer record
- Input
- Quotes, SOs, invoices, receipts, credit notes
- Output
- Single timeline per customer
-
Live KYC posture
- Input
- Legal name, EIN, address and exemption certificates
- Output
- Verification status with last-checked timestamp
-
Credit limit + utilisation
- Input
- Open SOs + open invoices + receipts
- Output
- Available credit, in real time
-
Document repository
- Input
- Contracts, MSAs, customer POs
- Output
- Searchable, versioned, hash-verified
-
Multi-entity rollup
- Input
- Per-entity transactions
- Output
- Group-level customer view
-
Role-aware screen
- Input
- User role + customer record
- Output
- Sales / AR / CFO lens on the same data
Compliance + integrations
Customer 360 your auditor can read like a transcript.
Every change captured. Every transaction linked. The audit trail is built in, not bolted on.
Regulations we work within
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State privacy laws
Customer personal data tagged for retention and access control.
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US books-and-records expectations
Customer records and transactions retained for the statutory period.
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Audit trail
Append-only trail across every change to the customer record.
Connects to
- Xero Customer master sync (bidirectional)
- Zoho Books Native connector
- SAP Business One Native connector
- CRM systems HubSpot, Salesforce, Zoho CRM
Customer 360 FAQ
What buyers ask.
Can we customise what shows on the Customer 360 page?
Yes. The header KPIs and sections are configurable per role. Sales sees pipeline and last contact; AR sees outstanding and payment timing; CFO sees concentration and DSO. Configurable per workspace.
How does the credit limit work in real time?
Available credit equals limit minus open invoices minus open SOs (configurable). The check runs at SO save and at invoice generation. Breaches block the next SO with a CFO override path.
Multi-entity. Is the customer master shared or per-entity?
Both. The record is shared at group level on one EIN, so one customer means one credit history rather than three opinions of it. Per-entity overrides handle entity-specific contracts, terms and limits, which matters for a group where the same customer buys from the entity and from a subsidiary on different terms and in different currencies.
Can we export the customer record for FY-end balance confirmation?
Yes. One-click export packages the customer ledger, open invoices, contracts and KYC documents in a hash-verified format, in the shape an external confirmation under US auditing standards takes. Your auditor sends it rather than rebuilding it.
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