• Find – this tab is always viewable and brings up the screen for performing a search for a customer. The search list is preconfigured through Company Setup.
   
• Contacts – this tab lists all contacts associated with the customer record and the status of each of the contacts.
   
• Services – this tab is used for viewing, adding, deleting and editing all services allocated to the customer
   
• Correspondence – this tab is used for defining email, letter and fax correspondence for the customer
   
• Invoices – auto invoices raised through the billing process are shown here and all manual ad-hoc invoices are raised in this section
   
• Receipts – a list of all payments is shown as is the ability to receive payments and/or create refunds and rebates.
   
• Pay Method – this tab provides the payment details for the customer. It is also the area where the login details are specified for the user to access CentreBill via the online Members Area (MI3)

Each of the tabs' functions is described in more detail in the following sections.

Specifically, on the default Customer View, the following functionality is available:

Search Window

• Search for a customer/contact – via the drop down menu structure
   
• Export records – a csv export file is created including all attributes associated with a customer for further analysis in Excel or Access.
   
• Report – a detailed report is produced for each of the customers shown in the list see example of report below.

• New – a new customer record may be added and this will trigger the configuration wizard
   
• Edit – certain customer attributes may be edited from this screen, others being editable only via the relevant sections within CentreBill
   
• Delete – only if a customer has no records attached to it (invoices, receipts, services, etc), may the customer record be deleted. The Purge function is used for deleting all other customer records.
   
• Email – a web based email system is built into CentreBill which is used for emailing to the customer. The contents of all emails are saved in the Notes section.
   
• Report – the same as the report in the Search Window, but filtered for the current customer only
   
• Client ID – a unique ID associated with the customer and automatically generated by CentreBill
   
• Contact information – all standard information associated with the contact/customerManaged By – the sales rep who is responsible for the management of the customer
   
• Type – this defines the category into which the customer falls for management purposesStatus – this is determined by the highest status of all services associated with the customer
   
• Create Date – the date on which the customer record was created
   
• Expire date – the date on which the customer's last service was deactivated
   
• Bill day – this is the day of the month the customer is billed
   
• Invoices Balance – the amount on all invoices which is still outstanding
   
• Uninvoiced Balance – this shows the amount of any changes raised since the last invoice but which has yet to be allocated to an invoice, which will be done at the next invoice run, if not allocated manually before hand
   
• Account Balance – the total amount owing by the customer
   
• Default Service – the active service used for specifying the Username for logging into MI3
   
• Password – the password for the above service
   
• Delivery – the default delivery method for all correspondence (automate and manual)