---
title: "Contact Overview"
slug: "contact-overview"
description: "Find out all the information that are stored in a contact such as the invoices that are due, pending checks, net sales tracked hours and many more"
updated: 2024-11-15T15:30:48Z
published: 2024-11-15T15:30:48Z
canonical: "help.elorus.com/contact-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.elorus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Overview

From each contact view page, you have the ability to collectively monitor all the information and transactions related to it, as well as invite the contact to the [client portal](/int/docs/client-portal).

To navigate to a contact view page, select **Contacts** from the main menu to display the list of recorded entries, and then click on the one you are interested in.

## Contact X-Ray

In the overview, which is displayed on the right side of the page, transactions related to the particular contact are shown in a diagram.

Hovering over each point of the diagram, Elorus displays the total value of **Invoices**, **Receipts**, **Credit notes**, etc., as shown in the image below.

![Contact overview](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/contact-overview-int.png)

As for the documents (invoices, credits, etc.), calculations are based on net values.

## Net sales & purchases

On the contact view page, transactions related to net sales and/or purchases are also displayed in graph form for the period you select.

![Net sales - Client](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/net-sales-int.png)

If a contact is both a **Client** and a **Supplier**, the graph displays transactions for both cases in different colors, as seen in the image below:

![Net sales and purchases - Client & Supplier](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/net-sales-and-purchases-int.png)

## Sales | purchases - Outstanding amount

Here, you can see the total amount of outstanding invoices. Hovering over the graph shows the total value of both current and overdue invoices.

![Sales - Amount due](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/amount-due-sales-int.png)

          
          

For an invoice to be marked as overdue, the payment due date you set in the *Due date* field during its creation must have passed.

Clicking on the outstanding amount value takes you to the page with the relevant outstanding invoices. From there, selecting any invoice takes you to its view page.

In this specific field, the total amount from credit notes, which you have not offset against outstanding invoices, is also appeared.

          
          

The credit balance can reduce the contact outstanding balance.

If the contact is simultaneously a **Client** and a **Supplier**, the graph includes both *Sales* and *Purchases*, as seen in the image below:

![Sales & purchases - Amount due](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/amount-due-sales-purchases-int.png)

## Pending cheques

On the contact view page, the total of *Incoming* and *Outgoing* cheques, whether their expiration date has passed or not, is listed.

![Pending cheques](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/pending-cheques-int.png)

The field lists uncovered checks, as well as pending checks that are in the negotiation stage with the bank or have been handed over to your lawyer.

          
          

To display results in this field, it is assumed that you have updated the status of the cheques accordingly.

For more information, visit the [related article](/int/docs/add-manage-bank-cheques).

## Client portal

If the contact is exclusively a **Client**, you can send invitation to the client portal.

![Invite a client to client portal](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/invite-to-client-portal-int.png)

For more information, visit the [related article](/int/docs/client-portal).

## Tracked hours

The graph displays the total hours recorded for a **Project** related to the specific contact, whether they are a **Client** or a **Supplier**. You can see both billed and unbilled hours and select a specific time period to display the results.

![Tracked hours related to a contact](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/tracked-hours-int.png)

### Latest activity

At the bottom of the page, you can see at a glance the latest purchase or sales invoices issued for the contact.

![Latest activity related to a contact](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/lastest-activity-int.png)

## Related

- [Attachments](/attachments.md)
- [Client / Supplier Statement](/client-supplier-statement.md)
- [How can I manage previous contact balances?](/manage-previous-contact-balances.md)
- [Manage Contacts](/manage-contacts.md)