Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Customer Profile Overview in Centime

Learn how to manage individual customer settings and preferences in Centime’s Customer Profile, including payment options, communication workflows, notes, and contact history.

👤 Customer Profile Overview

The Customer Profile is a dedicated side panel that appears when you click on a customer's name from any tab in the Manage Receivables solution. It allows you to view and edit customer-level settings that may override global configurations.

The profile consists of the following sections:

  • Summary

  • Contacts

  • Payments

  • History

  • Notes

  • Documents

📋 Summary

The Summary tab displays basic customer information including:

  • Address, phone number, email, and website

  • Assigned hierarchy preference for payment responsibility:

You can also:

  • Assign a reminder workflow specific to the customer

  • Toggle the monthly statement on or off

👥 Contacts

In the Contacts tab, users can:

  • View existing customer contacts along with their communication roles and status

  • Adjust roles for all contacts

  • Add new contacts (these will not sync to the general ledger)

📌 See Managing Customer Contacts for further guidance.


💳 Payments

The Payments tab displays data from the General ledger: 

  • Payment terms assigned to the customer

  • Preferred payment currency

You can also manage CentimePay options at the customer level:

  • Disable Online Payments – Prevent customers temporarily (or indefinitely) from accessing the customer portal 

  • Customer Portal Access – Enable a secure online portal for viewing and paying invoices

Additionally, you can define customer-level preferences for:

  • Credit card payments: Set surcharge and credit card controls at the customer level

  • ACH: Set ACH discounts and ACH controls at the customer level

💡Customer level payment preferences override global settings.

📌 See additional information on payment preferences 

🕘 History & Notes 

  • The History tab logs all customer level changes
    • Adjustments to the customer's profile
    • Changes to contacts 
    • Changes to communication settings 
    • Full communication history
    • Notes 
  • The Notes tab allows users to leave internal notes specific to the customer’s account. This helps facilitate communication across the AR team.

Notes and Activity made on a specific invoice are visible in the Invoice history and note side panel but not at the customer level. 

📁 Documents

The Documents tab lets users upload and attach important files directly to the customer record.

📌 See Document Repository for more details.