Balance always current
Issue an invoice and the receivable goes up; record a collection and it goes down. No manual adding up.
Customer and supplier tracking
Keep customers and suppliers on a single card. Balances update by themselves with invoices and collections, and you can pull and print a statement for any date range.
Try free for 15 days
Who it is for: For shops selling on credit, dealers, wholesalers and service companies.
Statement in one click
Pull the statement with a date range and an in/out filter, then print it with period totals and a signature area.
Limit and terms
Set payment days and a credit limit for each customer; you see a warning on screen when the limit is exceeded.
What is in this module?
Customer, supplier or both
Pick the type on a single card. If you leave the code empty it is generated automatically.
Customer groups
Define your own groups and assign them to cards. If you rename a group, the records update too.
Live balance
Receivable and payable update by themselves with invoices, collections and payments. Filter by “owes us”, “we owe” or zero balance.
Account statement
Date range, in/out filter, a running balance and period totals. Printed with stamp and signature areas.
Opening balance
The balance from before the program is entered with its direction and becomes the first line of the statement.
Payment days and credit limit
Invoice due dates are suggested from these days. A warning appears on the card when the credit limit is exceeded.
Business details
Tax office and number, contact person, address, phone, a different shipping address and notes.
History on one screen
Inside the card, the invoices, collections and payments and quotes for that person sit in separate tabs.
Guides on this topic
Frequently asked
Should I keep customers and suppliers separate?
No. One card can be both customer and supplier, and you see all transactions in a single statement.
How do I enter debts and receivables from before I started using the program?
Type the amount and its direction in the opening balance field on the card. That amount becomes the first line of the statement.
Other modules
Try it free for 15 days
No card required. Then $5 a month.