Reading a customer or supplier profile

A contact’s profile answers, at a glance, the questions you ask before calling a customer or paying a supplier: how much is owed, since when, and is it getting worse? Everything is calculated from your posted entries: the profile never contradicts your books.

Open the profile

In the menu, open Sales → Customers (or Purchases → Suppliers).
Click the contact: their profile opens in a panel to the right of the list.

The top of the list summarises your whole portfolio: customer balance (or payable), overdue share, share over 90 days, and average collection time (or payment time).

Profile tabs

Tab	What it shows
Situation	Balance, indicators, open invoices and latest payments.
Entries	Every entry on the contact’s account, fiscal year by fiscal year, with matching.
Analysis	Monthly activity and payment delays invoice by invoice.
Profile	The contact’s identity: company name, accounting account, payment terms, length of the relationship.

On a large screen, Situation and Entries are combined into one tab, Situation and entries.

Situation: indicators

Indicator	What it measures	What it tells you
Customer balance / Supplier balance	The balance of the contact’s account, posted entries only	What they owe you, or what you owe them, today.
Actual delay	The payment delay observed over the last 12 months, against the agreed delay	A customer on 30 agreed days who pays in 58 days funds their cash with yours.
Invoiced in (or Purchased in)	The fiscal year’s volume, compared with the previous year	The contact’s weight and trend.
Invoices paid on time	How many invoices were settled before the due date	Reliability, beyond the balance.
Reminder	The reminder level reached and the date of the last one	Where you stand in collection.

Documents not yet validated are shown separately: they are excluded from the balance.

Below the indicators, SynkriaOps states plainly what it notices, for example:

“Payment delay is lengthening: 32 d, then 41 d, then 55 d over the last three payments.”
“Invoice FC-26-AA00012 (1,508,513 XAF) is 12 days overdue.”
“You pay this supplier within 20 to 45 days, for 30 agreed days.”

Situation: open invoices and payments

Open invoices (customers) or Invoices to pay (suppliers): each unsettled invoice with its due date, days overdue, reminder level and amount due. On a customer invoice, the Collect button opens payment recording directly.
Latest receipts (or Latest payments): recent payments, with their date.
Payment schedule (suppliers): what falls due week by week, with the running total. It is the tool to plan your payments.

An amount marked To deduct flags an overpayment or a credit note not yet applied: it will reduce the next invoice.

Entries: the contact’s ledger

The Entries tab shows the entries on the contact’s account for the chosen fiscal year: date, journal, voucher, description, debit, credit, running balance and matching code. Tick Hide matched to keep only what is still open: the fastest way to justify a balance.

Analysis: activity and delays

Invoiced per month (excluding credit notes) or Purchased per month: the fiscal year in dark bars, the previous year in light bars. Seasonality or a drop shows immediately.
Actual delay per invoice: each invoice settled over 12 months, with a vertical line at the agreed delay. Invoices to the right of the line were paid late.
Average invoice, number of invoices and credit notes, and the contact’s rank among your customers or suppliers.

A risk score out of 10 completes the analysis.

Act from the profile

You want to	From the profile
Collect an invoice	Collect on the open invoice, or Record a payment
Invoice this customer	New invoice
Enter an invoice from this supplier	Enter an invoice
Send a statement, the contact’s ledger, an analysis or a balance confirmation	Print: see Printing a contact’s documents