Customers

Your client book, tax details and history in one record.

A single customer register holding contacts, addresses, trade licence and TRN details, and a full history of every quote, PO, invoice and payment — so anyone with access can see exactly where a relationship stands.

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The customer record is the anchor for AR and revenue reporting: because sales, invoicing and payments all reference the same customer, the aging report, the order book and the statement of account are always consistent.

Key capabilities

What Customers does

Client registerContacts, addresses, TRN and trade-licence details in one place.

360° historyEvery PO, invoice and payment for the customer, in order.

AttachmentsStore agreements, LPOs and documents against the client.

Feeds the ledgerCustomer records drive AR aging and revenue reporting.

StatementsProduce a statement of account on demand.

Works with

Sales / Customer POsTurn won work into a billing schedule automatically.Budget AllocationPlan where money is committed before it's spent.

See Customers on your own data.

Get in touch and we'll show you how Customers fits your business.