March 05, 2026CRMfeature
Account Summary Statistics (CRM)
New account summary statistics structure for clients, suppliers and leads: Total delivered/received (BL/BR not yet invoiced), Total invoiced TTC, Debt, Receipts/Payments awaiting and collected, Credit note totals and settlement status. Correct exclusion of converted BL/BR from livré/reçus.
We've implemented a new Account Summary statistics structure on CRM client, supplier and lead detail pages. The summary adapts by role (client vs supplier) and includes:
- As client: Total livré (delivery notes not converted to invoice), Total facturé TTC, Créance, Recettes en attente, Recettes effectuées, Total avoir, Avoir réglé, Avoir en attente
- As supplier: Total reçus (receipts not converted to invoice), Total facturé TTC, Dette, Règlements en attente, Règlements effectués, Total avoir, Avoir réglé, Avoir en attente
- BL/BR that have been converted to an invoice are correctly excluded from "Total livré" and "Total reçus" so amounts are not double-counted
- Account statement (relevé): exact date and time (d/m/Y H:i) for each line, with operations sorted chronologically by datetime