Customer and credit management Who owes you what, no arguments
Here we sell on credit, that's how trade works. Every down payment and every partial payment is recorded at the sale: each customer's balance stays accurate, and nobody disputes the figure.
Illustrative preview of the interface, recreated in the software's actual design.
A complete record for each customer
Contact details, purchase and payment history, negotiated discounts: the whole customer relationship in one place.
- Full contact details and contact people
- Detailed history of purchases and payments
- Custom discounts and trading terms
- Quick search and export
Always know who owes you what
Down payments, partial payments and credit sales: every franc a customer owes is tracked until it's paid in full, without a separate spreadsheet.
- Down payments and partial payments tracked automatically
- Customer balance updated with every payment
- Alert when the credit limit is exceeded
- Full payment history per customer
- Customer credit note: a refund or goodwill gesture stays on record