Customer Profile: Stage
The Stage panel on the right side of the Customer Profile screen allows you to view additional details for the customer. Whether or not the stage displays on the Customer Profile is controlled by the Show the Stage/Hide the Stage icon in the top toolbar.
Each field on the customer stage is defined below. Each section within the stage displays collapsed for easy navigation.
| No. | Label | Definition |
| Ask Rev.ii | ||
| 1 | Ask Rev.ii | Rev.io's in-app AI assistant. |
| Recent Invoice | ||
| 2 | Invoice ID | Numerical identifier for the most recent invoice on the customer account. |
| 3 | Created Date | Created date for the most recent invoice. |
| 4 | Total | Total amount in dollars and cents for the most recent invoice. |
| 5 | Download | Click to download a PDF of the most recent invoice. |
These actions are available on the customer stage.
- Gather insights about the customer account by clicking the Ask Rev.ii dropdown and choosing a prompt to view an AI analysis of the customer's activity.
- Download a PDF copy of the most recent invoice on the customer account by clicking the Download link in the Recent Invoice section.
Areas on the Customer Profile
For information on other areas of the Customer Profile screen, see the related articles.