Create and manage customers

Create a customer contact

Create your customer records to save time when creating transactions.

Edit and manage customers

Edit or amend existing contacts.

Enter customer opening balances

Enter details of outstanding transactions from another system.

Add more addresses and contact names to customers

Add more addresses and contact names..

Import customer and supplier contacts

Save time and import your customer and supplier contacts.

Set a delivery address for sales invoices

Automatically choose the delivery address when creating invoices.

Make customer and supplier records inactive

Mark a customer as Inactive when you no longer trade with them.

Customer statements

Choose the type of statements to send and what's included on them.