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Customers (Accounts)

The Customers page shows your customer accounts. When Xero is connected, customer data syncs automatically from your Xero contacts.
The same account record can be a supplier too — a bill or receipt’s Supplier card links to this same kind of profile page, just for a business you bought from rather than sold to.

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Customer list

The customer table displays:
  • Name: Company or individual name
  • Email and Phone: Contact details for the account
  • Status: Active, At Risk, Pending, or Closed
  • Owner: Team member responsible for the account
  • Region and Segment
  • Annual value and Currency
  • Industry
You can group customers by region, segment, owner, status, or industry. When you type in the search box above the table, the matching words in the Name and Email columns are highlighted so you can see at a glance why each row appears. The same highlight shows up when you search your contacts, invoices, quotes, and bills.

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Customer detail

Click any customer to view their full profile:
  • Owed to you and You owe in the page header — see Money owed each way below
  • Account details: status, annual value, industry, owner, renewal date
  • Contact information: email, phone, website, tax number
  • Region and segment classification
  • Activity feed showing recent interactions
  • A separate, read-only Activity timeline of account-level events — not the activity feed above, see Activity
  • Related documents: every invoice, quote, bill, and receipt linked to the account — see Related documents below
To ask a question about the account, see Ask about a customer or contact.

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Money owed each way

The page header shows what’s still owed on the account, one figure for each way the money goes:
  • Owed to you: what the account still owes you on its approved invoices.
  • You owe: what you still owe the account on its approved bills.
An account that’s both a customer and a supplier can show both, and the two are never added together. Each is what’s still due, not everything ever invoiced or billed. If part of a figure is overdue, that figure turns red and its label names the overdue amount, for example You owe · $340.00 overdue. Nothing owed one way? That figure doesn’t show, and with nothing owed either way the header shows no money figure. Below the profile, a Related Documents section totals the account’s Revenue, Expenses, Pipeline, Owed to you, and You owe, then lists every Invoice, Quote, Bill, and Receipt linked to it in its own group. Within each group, anything still unpaid comes first — most overdue at the very top — so what needs attention isn’t buried under settled history. Money owed has a tile for each way, as in the header, and both tiles always show, at zero when nothing is owed that way.

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Managing customers

Customers support full create, update, and delete operations:
  • Create: Add new customers manually (independent of Xero sync)
  • Edit: Update fields like region, segment, owner, annual value, industry, and notes
  • Delete: Remove individual customers or use bulk delete
  • Xero sync: When syncing from Xero, customer records are updated with the latest contact data. Fields you have enriched in eggz (region, segment, owner, annual value, industry, notes) are preserved and not overwritten by Xero sync.
Use the customer detail page to enrich synced accounts with business-specific information like region, segment, and annual value. This data persists across Xero syncs.

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Access control

  • Admins can see all customers across the workspace
  • Members can only see customers assigned to them

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Contacts

The Contacts page shows contact records. These are designed to be synced from external systems.

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Contact list

The contact table displays:
  • Name: First name and last name
  • Email: Contact email address
  • Status: Contact status
  • Type: Customer, Supplier, or both
  • Source: Where the contact was synced from
You can group contacts by status, type, or source.

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Contact detail

Click a contact to view their profile and activity feed. To ask a question about them, see Ask about a customer or contact.
Contacts are read-only in eggz. They are populated by syncing from connected systems. To edit contact information, make changes in Xero and then sync.

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Ask about a customer or contact

Customer and contact pages don’t carry a chat of their own. There is one chat, and it opens from anywhere: click Ask in the header. Open it from a customer or contact page and it already knows which record you’re looking at. The record’s name sits above the message box as About Bright Lane Trading, so a question like “what do they still owe us?” is answered about that account without you naming it. Want to ask about something else? Click the × beside the name and the record is dropped from your question. The chat stays where it is.