Tenant

EnvironmentDemo
Tenant ModeTenant Owner - Dani24 permissions
Demo GuidePlatform ManagementPortal preview

Customer Commercial 360

CRG

Cyprus Retail Group Ltd - ERP client - VAT CY10293458D

active
watch
Auto-charge enabled
Account owner: Dani Constantinou
Customer code C10023

Current MRR

€880.00

Active recurring services

Next invoice estimate

€2,499.00

Due 2026-06-13

Open balance

€2,499.00

SEPA mandate

Pending implementation

3

Manual tasks still tracked

Customer profile

Legal, billing, and account ownership context.

Customer codeC10023
Legal nameCyprus Retail Group Ltd
VAT numberCY10293458D
GroupERP client
Invoice emailbilling@cyprusretail.example
Payment Terms14 days
Payment methodSEPA mandate
Credit warningwatch

Customer metadata

erp Customer Code

C10023

implementation Manager

Andreas

industry

Retail

Recommended Actions

Next best operational steps based on commercial state.

Complete CRM implementation

Enable campaign module access before the next invoice is issued.

Complete CRM implementation

Review Accounting cancellation

Confirm effective date and manual access removal owner.

Review Accounting cancellation

Offer advanced store operations training

Customer has two scheduled sessions and another POS request.

Offer advanced store operations training

Review next invoice

Next invoice includes recurring, instalment, training, discount, and VAT lines.

Review next invoice

Current Commercial Snapshot

What the customer pays now, owns already, and still needs completed.

Current monthly amount

€880.00

Current annual amount

€10,560.00

Next invoice amount

€2,499.00

One-time unpaid amount

€900.00

Instalment balance

€1,760.00

Active discounts

€120.00

Active services

3

Acquired items/assets

5

Pending approvals

2

Why Customer Pays €880.00

Customer-safe explanation with internal commercial context kept in the tenant app.

Accounting module

Active since 2024-05-01 and included until cancellation effective date.

Pending cancellation

€420.00

Included in next invoice - monthly

Stock module

Active retail stock control subscription.

Active

€280.00

Included in next invoice - monthly

CRM Email Campaign Module

Hidden catalog module sold with customer-specific negotiated pricing.

Active

€180.00

Included in next invoice - monthly

2 POS machines

Hardware acquired two years ago, still paid through instalments.

Acquired

€440.00

Included in next invoice - monthly

Training sessions

Three-session package purchased; one delivered and two scheduled.

Partially delivered

€900.00

Included in next invoice - one-time

POS subscription

Scheduled to start later, excluded from the next invoice.

Scheduled

€285.00

Excluded from next invoice - monthly

Cyprus VAT

Standard Cyprus VAT at 19% is added to taxable lines. Payment terms are 14 days.

Active

€399.00

Included in next invoice

Related Records

Existing operational modules remain linked from the 360 hub.

OFF-2026-0142ERP Care and Onboardingsent