Customers

Customers are crucial for managing client information, tracking transactions, and facilitating communication regarding payments and invoices.

Standard customer information associated with an item includes:
Customer name, contact details (address, phone number, email), and purchase terms.

Invoicing

When creating a transaction, you can select the customer from a list. The app will automatically fill in the customer's details—such as name and billing address—saving you time and reducing errors.

You can also override the default settings (payment method, payment terms, and price list) for specific customers, giving you flexibility to tailor transactions to their needs.

Transaction History

The app records all transactions associated with each customer, including invoices, payments received, credits or refunds issued, and any outstanding balances.

Users can easily access the transaction history for a specific customer to review past interactions and payment statuses.

Users can track customer communication history directly within the app, ensuring precise and timely correspondence regarding invoices and payments.

Track Payments

The app tracks payments received from customers against outstanding invoices.
Users can mark invoices as paid when payment is received, and the app updates the customer's account balance accordingly.
The app may generate alerts or reminders to follow up with the customer if payment is partial or overdue.

Customer Insights and Reporting

The app offers reporting and analytics features that provide insights into customer behavior, such as payment patterns, outstanding balances, and revenue generated from each customer.

These insights help businesses make informed decisions regarding customer relationships, credit policies, and financial planning.

Contracts

Contracts allow you to create special agreements between your company and customers. You can set a new price per item, add a discount, or offer special tax treatment.