Manage Contacts
See reports and activity between you and the people you do business with, your clients and suppliers.
Organise your contacts' details
You can add, manage and delete your clients and vendors as your business grows.
Create clients and suppliers individually or in bulk
Manage your contacts' informations like names, emails, phone numbers and addresses
Configure settings such as currency, for specific contact
See transaction history
Get a comprehensive timeline of activity between you and your contacts. Here's among the items you'll see in the timeline.
Invoices, sales, and quotes created for any one client
Bills, purchases, and purchase orders from any one vendor
See when payments are received or disbursed
View any notes your added on a specific contact
Convenient Client Statements
Easily produce a 'statement of accounts'; a document that reflects all transactions that took place between your business and a particular customer for a given period of time.
See the outstanding account balance if any
See every transaction made within the specified period
Customize account statements to match your brand
Send client account statements any time
Generate Vendor Reports
Easily generate reports of all past transactions between your business and a specific vendor.
Easily see how much you owe a supplier
See every transaction made within the specified period
See a summary of amounts paid to a vendor for a specific period