Back to customer dashboard

Customer Folder

UBS

Mock customer file. Local/mock only. No payment API, bank API, notification, or Supabase write is used.

Outstanding balance: $1,840

Customer/company details

Account type
Monthly Account
Payment terms
Monthly statement, manual confirmation before marking paid
Next follow-up date
29 May 2026

Contacts

Account contact

Mock operations desk

+65 9000 0101

Billing contact

Mock accounts desk

billing-ubs@example.test

Outstanding balance

Outstanding
$1,840
Overdue
$640
Paid this month
$780
Status
Monthly Account / Partially Paid

Customer Service History / Account Handoff

Read-only staff handoff from this customer folder's visible service history.

3 visible service rows

Customer/account
UBS
Upcoming / completed
1 upcoming / 2 completed
Latest safe service
21 May 2026 | Changi Airport T3 > Marina Bay Financial Centre | Completed trip
Request/change status
Read-only completed trip history.
Next staff action
Review upcoming trip details and safe request/change status before dispatch handoff.

Read-only handoff. No invoice/payment, document, customer notification, customer record change, or booking change is created here.

Internal staff-only / guarded read

Saved Booking References

Loads safe saved booking references for this customer folder only. No booking write, invoice/PDF/payment action, notification/calendar action, contact detail, pricing fields, driver compensation, parser data, or private notes are returned.

Customer/account

UBS

Returned

0 saved booking references

Matched

0 recent admin bookings

Source

Guarded saved-booking read; customer-folder context only.

Load saved booking references for UBS from the guarded customer-folder read path.

No saved booking references loaded yet.

Job history snapshot

Read-only staff snapshot from this customer folder's existing booking history.

1 upcoming / 2 completed

Customer/account

UBS

Visible history rows

3

Customer context

Recent trips and active bookings

Reference

UBS-0003

Pickup/trip date

21 May 2026

Route

Changi Airport T3 > Marina Bay Financial Centre

Customer-facing status

Completed trip

Request/change status

Read-only completed trip history.

Reference

UBS-0004

Pickup/trip date

27 May 2026

Route

UBS office > Changi Airport T1

Customer-facing status

Upcoming booking

Request/change status

No request/change/cancellation update shown in this folder sample.

Reference

UBS-0002

Pickup/trip date

08 May 2026

Route

Raffles Place > Sentosa Cove

Customer-facing status

Completed trip

Request/change status

Read-only completed trip history.

Read-only operational snapshot. No booking, request, change, cancellation, notification, or customer record is created or updated here.

Payment Collection Detail

Mock/read-only only. No payment record, invoice record, statement record, notification, bank record, or Supabase row is created.

This folder only shows this selected customer's mock payment collection detail.

2 active collection due rows.

Customer/company

UBS

Fixed invoice prefix

UBS

Outstanding balance

$1,840

Overdue balance

$640

Outstanding invoice/reference rows

Paid items remain in history but are not collection due.

Invoice

UBS-0003

Payment Status

Overdue

Balance Due

$640

Due Date

22 May 2026

Follow-up Date

29 May 2026

Due date passed + balance due = Overdue

Invoice

UBS-0004

Payment Status

Invoice Sent

Balance Due

$1,200

Due Date

30 May 2026

Follow-up Date

29 May 2026

Invoice sent but balance remains due

Statement readinessMonthly account can be grouped into statement later. Mock statement-ready total: $1,840 across 2 active balance-due rows. No statement is generated, saved, sent, or numbered.

Invoices

Fixed invoice prefix: UBS

Running examples: UBS-0001, UBS-0002, UBS-0003

Invoice numbers are unique and must not be reused. Once issued, invoice numbers are immutable. Changing a customer invoice prefix later requires warning/protection because it can make invoice history messy.

InvoiceStatusAmountDue date
UBS-0003Overdue$64022 May 2026
UBS-0004Invoice Sent$1,20030 May 2026
UBS-0002Paid$78010 May 2026

All booking history

DateJobRouteInvoicePayment statusBalance
21 May 2026CompletedMNG ArrivalChangi Airport T3 > Marina Bay Financial CentreUBS-0003Overdue$640
27 May 2026UpcomingDEP DepartureUBS office > Changi Airport T1UBS-0004Invoice Sent$1,200
08 May 2026CompletedTRF TransferRaffles Place > Sentosa CoveUBS-0002Paid$0

Upcoming jobs

  • UBS-0004 - 27 May 2026, DEP Departure

Completed jobs

  • UBS-0003 - 21 May 2026, Overdue
  • UBS-0002 - 08 May 2026, Paid

Payment history

  • $78010 May 2026 - Manual bank transfer confirmationMock reference UBS-MAY-02

Follow-up notes

  • Follow up on overdue UBS-0003 before monthly statement close.
  • Group May jobs into a monthly account statement later.

Documents/receipts later

Receipts and statement PDFs can be attached later after storage approval.

Payment collection rules

  • Completed job + balance due = Outstanding
  • Due date passed + balance due = Overdue
  • Partial payment keeps the remaining balance visible
  • Paid booking disappears from outstanding list but remains in customer history
  • Monthly account jobs can be grouped later into statements