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Documentation Index

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New customer creation in the Finance & Revenue core is accessible via the Accounts Receivable Hub.

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Overview

The /fa/customers route redirects to /fa/receivables?tab=customers. Customer management (create, edit) is expected to occur within that tab of the Receivables Hub (ReceivablesHubPage). The CustomerDetailPage at /fa/customers/:id shows customer information including customer_name, customer_number, billing address fields (billing_address_line1, billing_address_line2, billing_city, billing_state, billing_postal_code).

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Who it’s for

No explicit permission gate on the /fa/customers (redirect) route.

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Before you start

  • Navigate to the Receivables Hub at /fa/receivables?tab=customers to access customer management.

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Steps

  1. Navigate to /fa/receivables?tab=customers.
  2. Use the Receivables Hub interface to create a new customer.
SME: The creation interface within ReceivablesHubPage is not fully observable from the CustomerDetailPage component. Confirm the creation flow with the implementation team.

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/ReceivablesHubPage.tsx
  • src/cores/fa/pages/CustomerDetailPage.tsx