---
title: "How To Guide: Customer - Overview Tab"
url: "https://help.psarev.io/en/article/how-to-guide-customer-overview-tab"
language: "en"
last_updated: "2025-10-07T14:48:14.853Z"
---

# How To Guide: Customer - Overview Tab

1. Introduction

![1](https://export.supademo.com/renders/0jobia0udj/out.png)

2. Click on the main customer tab called **Overview**.

![2](https://export.supademo.com/renders/d84k829m09/out.png)

3. Click on the **Summary** tab.

![3](https://export.supademo.com/renders/t51w1i0ohw/out.png)

4. You can view basic customer information on this screen.

![4](https://export.supademo.com/renders/l9nd9ek6ia/out.png)

5. This screen, like many others in the system, allows you to edit the information by clicking the **Edit** button.

![5](https://export.supademo.com/renders/lyhial8aux/out.png)

6. Click on the **Billing Information** tab.

![6](https://export.supademo.com/renders/d0lwhbq2lg/out.png)

7. This screen displays important information relating to how this customer will be invoiced for products and services.

![7](https://export.supademo.com/renders/pd5tl14yc6/out.png)

8. The **Bill Profile** is selected at customer creation and is the configuration relating to when this customer receives recurring invoices, what their cycle date is, and other important billing-related information. There will be a separate video on Bill Profile configuration.

![8](https://export.supademo.com/renders/gd879i9tvw/out.png)

9. This **Email** field is the email that will receive the invoices sent via email for this customer. This is also configured at customer creation, but can be edited at any time.

![9](https://export.supademo.com/renders/fr5tw1mb2e/out.png)

10. The **Billing Method** is how the customer prefers to receive their invoice. Currently, *Email* is supported but there will be print options available at a later date.

![10](https://export.supademo.com/renders/lygg9r03o1/out.png)

11. **Account Type** shows whether the customer account is a *Standard* account with no other locations, or will display whether the account is a *Parent* account or a *Child* account.

![11](https://export.supademo.com/renders/7pl1lxl6te/out.png)

12. The **Rev.io ID** is a system-generated account number assigned to all customers.

You can also view this ID number at the top of the screen next to the customer name and other places on most screens in the platform.

![12](https://export.supademo.com/renders/z6bkw104q6/out.png)

13. The *Bill Profile* determines the **Net Terms** for each customer and controls when their invoices are due.

![13](https://export.supademo.com/renders/sbhhv3qypm/out.png)

14. Clicking the **Contacts** tab will display any contacts associated with the account.

![14](https://export.supademo.com/renders/w030kmf119/out.png)

15. *Primary Contacts* are denoted with the star icon on the left of that contact.

You can edit a contact by clicking the 3 dot icon at the right side of the row and selecting the *Edit* option, or you can add a new contact by clicking the *New Contact* button on this screen.

![15](https://export.supademo.com/renders/f6zj5k2cbp/out.png)

16. The **Portal Users** tab displays any users configured with customer portal access.

![16](https://export.supademo.com/renders/48q8c3p6py/out.png)

17. All portal users will be displayed here. To edit a portal user, click the 3 dot icon to the right of the user name and select *Edit*. To add a new portal user, click the *New Portal User* button on this page.

![17](https://export.supademo.com/renders/i004o1fv1c/out.png)

18. To view the customer journal, click the **Journal** tab. The journal tracks the history of your interactions with the customer.

![18](https://export.supademo.com/renders/k1qk8udssp/out.png)

19. Some journal entries are auto generated, such as when a ticket is created or closed.

We recommend you create journal entries to log any conversations, actions, or information that employees should know about the customer.

![19](https://export.supademo.com/renders/b7ge2xz5bg/out.png)

20. Some journal entries can be edited by clicking the 3 dot icon and choosing *Edit*.

To create a new journal, click the **New Journal** button.

![20](https://export.supademo.com/renders/5q1f6kkbd5/out.png)

21. Complete the *New Journal Note* screen, making sure to complete any required fields denoted by the small asterisks.

For the **Note** field, once you type your information, select the ***Rev.iize*** button to get an option for some AI-powered revisions to your note. You can always, *accept*, *modify*, or *reject* the ***Rev.iize*** content after it is generated.

![21](https://export.supademo.com/renders/nbc9nwyg3f/out.png)

22. When finished, click the **Create Journal Entry** button to save the note.

![22](https://export.supademo.com/renders/xu8qi5kgog/out.png)