Customers, suppliers and individuals
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Separate lists, search by name, email, phone or tax identifier, and filters for the application the data came from.
Customers, suppliers and your business history, in one place.
A complete record of business relationships.
Prospects and notes
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Commercial status and notes linked to each contact keep discussions and collaboration details together.
Each customer’s documents
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Information about issued invoices, documents, cash transactions and contracts appears alongside the contact, based on associated documents.
Sales statistics
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Products and services sold, net values and quantities are shown by customer and currency when associated documents are available.
Excel import and export
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The Excel template helps prepare a contact list. Exports include customer, supplier and individual contact data, with activity-period filtering.
Customer statements in PDF
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The statement for the selected period includes associated documents, debits, credits and the balance. It can be viewed in the application and downloaded as a PDF.
The contact. The sales. The customer statement.
Contact details
Customer sales
Customer statement in PDF
Questions about Customers.
Can I import contacts from Excel?
Yes. Open Import, download the Excel template, fill in the details and upload the .xlsx or .xls file. The template includes the name, tax or personal identifier, address, city, county, bank, IBAN and contact type. Check the details before importing.
Can I manage suppliers and individuals too?
Yes. The application has separate Customers, Suppliers and Individuals lists. Prospects can be tracked separately within the customer list.
How do I get a customer statement?
Select the customer, open Customer statement and choose the period. Download the PDF with associated documents, debits, credits and the balance. Check the period and contact details before using or sharing the statement.
What do the sales statistics show?
Statistics show products and services from documents associated with the customer, net values, quantities and document counts. Values are grouped by currency and depend on the documents available.
Can I continue to issue a document?
Yes. The Issue document menu provides access to the documents available to the account. Verify the partner’s identity and document details in the billing workspace before issuing, including when companies have similar names.