Widget Use

Displays a list of the user's customer account status, including balance owing and payment terms, as well as links to statements and the account payment page.


Example of Widget Use



Where can the Widget be placed?

The widget can be used in the following templates:

  • Dashboard page


Widget Options

OptionUseCommentsAvailable from Version
DescriptionA short description of the widget's use.We recommended this field be updated so the widget's purpose is clear at a glance from the template page.All
LayerThe layer the widget is valid for.

The layering technology allows for the content to be shown to specific audiences.

This is handy if the content is only valid for a certain type of user, or if the same widget is required for more than one audience, but different configuration is needed.

The widget can be added to the zone more than once and the layer feature can determine which audience can see each widget. 

All
Titles
TitleThe heading displayed at the top of the widget.Default is: Account Status4.10
Title IconThe icon displayed to the left of the widget title.

Default is: cv-ico-general-bars


4.10
Buttons
Pay Now Button LabelThe text on the button which redirects the user to the account payment page.Default is: Pay Now4.10
View Statements Button LabelThe text on the button which redirects the user to the account statements page.Default is: View Statements4.10
View Invoices Button LabelThe text on the button which redirects the user to the invoices page.Default is: View Invoices & Credit Notes4.10
Prompts
Payment Terms LabelThe prompt for the Payment Terms field.Default is: Payment terms4.10
Total Balance Owing LabelThe prompt for the Total Balance Owing field.Default is: Total Balance Owing4.10
Total Balance Due LabelThe prompt for the Total Balance Due field.Default is: Total Balance Due4.10



Related help