# Counterparty overview page
> The Overview page shows everything about one counterparty in one place: its totals, the customer wallet with credit notes and unapplied money, its payment methods, its invoices with the transactions that pay them, and its bank transactions. It is the first place to look before chasing a customer for a late payment.
Source: https://www.invunion.com/knowledge-base/counterparty-overview/
Last updated: 2026-10-14
Select **Overview** in the edit panel to open the full page of a counterparty. It shows everything about it in one place.
## The tiles at the top
| Tile | What it shows |
| --- | --- |
| **Invoices** | How many invoices and credit notes the counterparty has. |
| **Transactions** | How many bank transactions are linked to it. |
| **Total invoiced** | The total of its invoices, per currency. |
| **Credit** | The **customer wallet**: credit notes not used yet, plus money received that is not applied to an invoice. Each currency has its own balance. |
| **Overdue** | How many invoices are overdue. |
When you issue a new invoice to this customer, the wallet pays it automatically, oldest credit first.
In the example, the 1,177.80 € of **Credit** are the two bank transactions **REGUL ECART** (455.78 € and 722.02 €) that are not applied to any invoice yet.
## The header and details
The header repeats the code, the name, the roles, the status and the payer score. **Edit** opens the edit panel. The arrow takes you back to the list.
Below it, **Counterparty details**, **Address** and **Contacts** show what was entered in the edit panel.
## Payment methods
The [payment methods](https://www.invunion.com/knowledge-base/payment-methods/) of the counterparty: code, type, IBAN or other identifier, BIC and creation date.
- **Add** creates a new payment method for this counterparty.
- **Link existing** attaches a payment method that has no counterparty yet.
- Select to edit a payment method, or to delete it.
In the example, `PM-010` is the **Default** payment method created with the counterparty, and `PM-020` is its bank account.
## Invoices
Every invoice and credit note of the counterparty. Filter by **Type**, **Status** and **Recovery**, or search.
| Column | What it shows |
| --- | --- |
| **Paid** | The date of the last payment. |
| **Amount due** | What is still to be paid. |
| **Recovery** | A bar with how much of the invoice is paid, from 0% to 100%. |
| **Status** | For example Paid or Overdue · 31 days. |
| **Matching** | How many transactions pay the invoice, or **No match** with a **Match** button. |
Select the arrow at the start of a line to see the **linked transactions**.
Each linked transaction shows its code, amount, date and description, and how the match was made: **rule** (by a rule), **manual** (by a person) or **ai_auto** (confirmed automatically from its [match level](https://www.invunion.com/knowledge-base/match-levels/)). **Edit Match** changes it.
## Transactions
Every bank transaction linked to the counterparty. Filter by **Status** and **Currency**, or search. **Add** creates a transaction by hand.
| Column | What it shows |
| --- | --- |
| **Remittance information** | The text sent with the payment. It often holds the invoice number. |
| **Remaining** | The part of the amount not yet applied to an invoice. |
| **Status** | Matched when the full amount is applied, To process when nothing is applied yet. |
In the example, invoice DEMO-2026-063 is overdue while two payments are still To process. This is the first place to look before chasing the customer.
## The tiles at the top
| Tile | What it shows |
| --- | --- |
| **Invoices** | How many invoices and credit notes the counterparty has. |
| **Transactions** | How many bank transactions are linked to it. |
| **Total invoiced** | The total of its invoices, per currency. |
| **Credit** | The **customer wallet**: credit notes not used yet, plus money received that is not applied to an invoice. Each currency has its own balance. |
| **Overdue** | How many invoices are overdue. |
When you issue a new invoice to this customer, the wallet pays it automatically, oldest credit first.
In the example, the 1,177.80 € of **Credit** are the two bank transactions **REGUL ECART** (455.78 € and 722.02 €) that are not applied to any invoice yet.
## The header and details
The header repeats the code, the name, the roles, the status and the payer score. **Edit** opens the edit panel. The arrow takes you back to the list.
Below it, **Counterparty details**, **Address** and **Contacts** show what was entered in the edit panel.
## Payment methods
The [payment methods](https://www.invunion.com/knowledge-base/payment-methods/) of the counterparty: code, type, IBAN or other identifier, BIC and creation date.
- **Add** creates a new payment method for this counterparty.
- **Link existing** attaches a payment method that has no counterparty yet.
- Select to edit a payment method, or to delete it.
In the example, `PM-010` is the **Default** payment method created with the counterparty, and `PM-020` is its bank account.
## Invoices
Every invoice and credit note of the counterparty. Filter by **Type**, **Status** and **Recovery**, or search.
| Column | What it shows |
| --- | --- |
| **Paid** | The date of the last payment. |
| **Amount due** | What is still to be paid. |
| **Recovery** | A bar with how much of the invoice is paid, from 0% to 100%. |
| **Status** | For example Paid or Overdue · 31 days. |
| **Matching** | How many transactions pay the invoice, or **No match** with a **Match** button. |
Select the arrow at the start of a line to see the **linked transactions**.
Each linked transaction shows its code, amount, date and description, and how the match was made: **rule** (by a rule), **manual** (by a person) or **ai_auto** (confirmed automatically from its [match level](https://www.invunion.com/knowledge-base/match-levels/)). **Edit Match** changes it.
## Transactions
Every bank transaction linked to the counterparty. Filter by **Status** and **Currency**, or search. **Add** creates a transaction by hand.
| Column | What it shows |
| --- | --- |
| **Remittance information** | The text sent with the payment. It often holds the invoice number. |
| **Remaining** | The part of the amount not yet applied to an invoice. |
| **Status** | Matched when the full amount is applied, To process when nothing is applied yet. |
In the example, invoice DEMO-2026-063 is overdue while two payments are still To process. This is the first place to look before chasing the customer.