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Review customer money history

Updated Jun 10, 2026 3 min read

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Money history in Customer 360 helps your team understand the financial side of a relationship without leaving the customer context.

What this guide helps you do

  • See customer-facing documents and payment activity from the record.
  • Open invoices, quotes, portal links, receipts, and refunds when available.
  • Use financial context to create safer follow-up tasks and messages.

Before you start

  • Make sure Money is connected and the customer identity matches the document.
  • Know whether you are reviewing revenue, open balance, refund risk, or customer portal access.
  • Use payment permissions for actions like sending, collecting, refunding, or copying portal links.

Do it manually

  1. Open the customer record.
  2. Review the Money panel or money-related timeline activity.
  3. Check open invoices, quotes, credits, payments, refunds, and outstanding balances.
  4. Open the related document drawer for details.
  5. Copy or open portal links only after confirming the document and customer.
  6. Create a follow-up task or draft message when action is needed.

Ask Faster AI

  • Summarize this customer money history and identify open invoices, paid items, credits, and refund risks.
  • Draft an internal collections task for this customer without emailing them.
  • Review whether it is safe to send a portal link for the selected invoice.

Review before saving or applying

  • Confirm amounts, currency, status, due date, and customer name before messaging.
  • Do not issue refunds or collect payments without explicit confirmation.
  • Avoid sharing private payment references in public notes or marketing content.

Common issues and fixes

  • If money history is missing, check matching email, company, and customer identity.
  • If a document status looks stale, refresh Money and open the document drawer.
  • If a portal link is unavailable, confirm the invoice or quote has been created and is customer-facing.

Customer 360 overview

For how quotes, invoices, balances, and payment history fit into the customer conversation, read the Customer 360 overview. Customer 360: Every Interaction on One Timeline.

Safe customer context for AI

For how payment status can inform AI-assisted follow-up without exposing secrets or unnecessary financial detail, read the customer context article. Giving AI Your Customer Context (Safely).

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