Billing & Sales

Customer Management

Every customer's invoices and payments in one place.

Customer Management: Every customer's invoices and payments in one place.

A simple customer book that fills itself as you bill. Pick a customer on any invoice, and their full history of invoices and payments is a click away.

What you can do

Customer records

Name, mobile, email, GSTIN and address kept once and reused on every invoice.

Outstanding balances

See who owes you and how much, based on invoices and recorded payments.

Quick add at billing

Search customers while billing without leaving the invoice.

Customer report

Review sales and payments by customer for any period.

Also included

  • GSTIN shown on B2B invoices
  • Search by name or mobile number

Frequently asked questions

Can I see a customer's unpaid invoices?

Yes. Invoice status and the customer report show what is due.

Related features

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