Participant dashboard
The participant dashboard provides a central overview of all relevant information and actions for a person. In addition to the master data (address, language, e-mail, etc.), you have access to bookings, invoices, balance, transactions, notes and the complete e-mail history. The dashboard is the starting point for all administrative processes at participant level - from data entry to accounting.
Overview and navigation
After calling up a participant, the overview opens. It shows
Personal information (address, language, e-mail, telephone number, etc.)
Bookings
Invoices
Key figures (turnover, number of invoices, open items)
Tags
Balance
Map with address (Google Maps)
Barcode
Notes

edoobox UI: Participant dashboard
Edit customer data
The "Edit" button in the Information section or "Settings" can be used to view, adjust or add to all of the person's master data - e.g. address, language or email. These changes apply system-wide and overwrite the previous data in the respective data field.
Duplicates
The system automatically recognizes duplicates if participants are entered more than once. These can be merged.
Please note: Delete customers
If a participant with (completed) bookings is deleted, it cannot be restored. Therefore, please ensure that you have complied with the statutory retention obligation before you completely remove a customer from the system.
Accounting
The "Accounting" tab provides you with a structured display of all accounting-relevant data and further filter and export options:
Bookings: e.g. booking date, offer, status
Invoices: e.g. number, amount, offer, status, payment information
Transactions: All automated and manually entered balance movements
Enter new transactions
Manual transactions are useful for correcting the balance - e.g. for cash payments or difference adjustments:
"+ New transaction"
Enter amount (with
-
for negative amounts)Define posting text, currency, date and VAT rate
Create
Please note: Manual transactions
Manual transactions are not linked to specific postings or invoices. For payments on invoices, use the "Enter payment" function directly within an invoice, not the manual transaction.
You can then create your own invoices from a manual transaction.
Outgoing mail
All e-mail communication with the participant (or their e-mail address) can be viewed in the "Outbox" tab:
All automated emails (e.g. booking confirmation, reminder)
Time stamp of the dispatch
Preview and content of the e-mails sent
This makes it possible to track whether and when a particular message was sent. Attachments are not displayed.
Related instructions
Keywords for these instructions
Balance ¦ Invoices ¦ Delete ¦ Transactions ¦ Participants ¦ Participants ¦ Participants ¦ Customers ¦ Master data ¦ Data fields ¦ Customer data