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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Customer Details shows all information for a single customer record identified by :id, including associated invoices, payments, credit memos, and an edit action. Route: /fa/customers/:id

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Overview

The page loads the customer via useCustomer(id, currentOrganization?.id). Related data is fetched in parallel: invoices via useInvoiceList (filtered by customerId), payments via useCustomerPayments, and credit memos via useCreditMemoList. The breadcrumb shows customer_name. A tabbed interface displays: Invoices (InvoicesTable), Payments (CustomerPaymentsTable), and Credit Memos (CreditMemosTable). Invoice actions include send (useSendInvoice), void (useVoidInvoice), and delete (useDeleteInvoice). The edit button opens CustomerDialog. Note: /fa/customers redirects to /fa/receivables?tab=customers. This page is the detail route only.

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Who it’s for

No explicit permission gate on the detail route.

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Before you start

  • A customer record must exist. Customers can be created at /fa/customers or via the Receivables hub.

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Steps

1

Navigate to the customer

Go to /fa/customers/:id or click a customer row from the Customers list.
2

Review customer details

The header section shows customer name and key attributes.
3

Review invoices

The Invoices tab shows all invoices for this customer with send, void, and delete actions.
4

Review payments

The Payments tab shows customer payment history via CustomerPaymentsTable.
5

Review credit memos

The Credit Memos tab shows applicable credit memos via CreditMemosTable.
6

Edit the customer

Click Edit to open CustomerDialog and update the customer record.

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Key concepts

  • useCustomer — Primary data hook; fetches a single customer by id and organizationId.
  • InvoicesTable — Component rendering the customer’s invoice list.
  • CustomerPaymentsTable — Component rendering payment history.
  • CreditMemosTable — Component rendering credit memos filtered by customer.
  • CustomerDialog — Edit dialog for customer record fields.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/CustomerDetailPage.tsx
  • src/cores/fa/hooks/useCustomers.ts
  • src/cores/fa/hooks/useInvoices.ts
  • src/cores/fa/hooks/useCustomerPayments.ts
  • src/cores/fa/hooks/useCreditMemos.ts
  • src/cores/fa/components/CustomerDialog.tsx