---
title: "Customer Profile: Stage"
url: "https://help.psarev.io/en/article/customer-profile-stage"
language: "en"
last_updated: "2026-07-14T12:49:59.937Z"
---

# Customer Profile: Stage

The Stage panel on the right side of the Customer Profile screen allows you to view additional details for the customer. 

| Basic information for the customer and several tabs to manage the customer display on the main Customer Profile screen. See the [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header) article for more information. |
| --- |

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. 

![](https://cdn-assets.productfruits.com/36bde136-c9eb-4c65-b66b-105e370dd6b5)

Each field on the customer stage is defined below. Each section within the stage displays collapsed for easy navigation. 

| No. | **Label** | *Definition* |
| --- | --- | --- |
| **Recent Invoice** |  |  |
| 1 | **Invoice ID** | *Numerical identifier for the most recent invoice on the customer account.* |
| 2 | **Created Date** | *Created date for the most recent invoice.* |
| 3 | **Total** | *Total amount in dollars and cents for the most recent invoice.* |
| 4 | **Download** | *Click to download a PDF of the most recent invoice.* |
| **Default Recurring Contract** |  |  |
| 5 | **<Contract ID>** | *Numerical identifier for the contract in your database.* |
| 6 | **Description** | *Description of the contract.* |
| 7 | **Basis** | *Basis of the contract. Recurring Agreement is currently the only Basis option available.* |
| 8 | **Type** | *Type of the contract.* |
| 9 | **Status** | *Status of the contract.* |
| 10 | **Start Date** | *Start date for the contract.* |
| 11 | **Expiration Date** | *Expiration date for the contract.* |

These actions are available on the customer stage.

-   Collapse or expand the *Stage* side panel by clicking the **Stage** icon in the top toolbar.
-   Download a PDF copy of the most recent invoice on the customer account by clicking the **Download** link in the *Recent Invoice* section.
-   View the customer's default contract by clicking the **Contract ID** link in the *Default Recurring Contract* section.

* * *

### **Areas on the Customer Profile**

For information on other areas of the Customer Profile screen, see the related articles.

-   [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header)
-   [Customer Profile: Overview Tab](https://help.psarev.io/en/article/customer-profile-overview-tab)
-   [Customer Profile: Servicing Tab](https://help.psarev.io/en/article/customer-profile-service-tab)
-   [Customer Profile: Billing Tab](https://help.psarev.io/en/article/customer-profile-billing-tab)
-   [Customer Profile: Quotes Tab](https://help.psarev.io/en/article/customer-profile-quotes-tab)
-   [Customer Profile: Quick Actions](https://help.psarev.io/en/article/customer-profile-quick-actions)