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US22: View Account Status #27

@matildetex

Description

@matildetex

User Story:
As a Sales Representative,
I want to view a customer’s account status,
So that I can decide whether to offer a new service or product.

Story Points: 2

Acceptance Criteria:

  • The sales representative must be logged into the platform with the correct role.
  • The system must display a customer’s account summary including total overdue balance, number of overdue invoices, and current subscription status (if applicable).
  • Sales representatives must have read-only access (no edit, delete, or add permissions).
  • The account status must be consistent with finance staff records.

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