Features
Solutions
Not a contact list. Every quotation, delivery, invoice, payment and return that firm has been part of, and a running balance that says what they owe you today — without opening a second screen or asking accounts.
Where it comes from
Nobody updates a customer record. It is the sum of what the sales desk, the storeroom, the shop counter and accounts have each done with that name on it.
With a ledger underneath it — date, the document it came from, debit, credit and the balance after it — so “what do they owe us” is read, not worked out.
And the same firm can sit on both sides. A customer record can be linked to a supplier record, and the customer list has a filter for exactly that — which is a good deal more common than most software assumes.
What is in it
Each one with a code, a type you defined, the date they became a customer and their own price list. Addresses go down to thana, with as many contact people and delivery addresses as they have.
See how it worksThe same record the other way round — supplier types, an opening balance, contact details — and every order, receipt, bill and payment you have ever run through them.
See how it worksOne page per firm: what they have ordered, taken delivery of, been invoiced and paid, what credit they are holding, and a ledger with a running balance underneath it all.
See how it worksDay to day
Set up once when they first buy from you, then it fills itself for as long as they keep trading.
Name, code, type, the date they became a customer, and a photo or logo if you want one. Active or inactive rather than deleted.
Billing and shipping addresses down to thana, and as many extra addresses and contact people as the firm has.
Their own price list, so a wholesale boutique and a walk-in customer are quoted correctly without anyone remembering to.
A ledger of every document with a running balance, plus credit memos issued, applied and still available.
How it holds
Both are the difference between knowing who somebody is and knowing where you stand with them.
Nobody types what a customer owes. The ledger lists every invoice, payment, return and credit memo in date order with a running balance, and each line names the document it came from — so a disputed figure is traced back to a specific invoice in one click rather than reconstructed from memory.
When you owe a customer money rather than goods, a customer debit is issued. What has been issued, what has been applied to later invoices and what is still available are three separate figures — so credit does not get forgotten by you or claimed twice by them.
A firm you both buy from and sell to can be linked as customer and supplier, and the customer list filters on it.
Why it matters
Most businesses can tell you a customer’s phone number in seconds and what that customer owes in about a day and a half.
What comes out
Nearly all of it is on the one page, which is the point of having the page at all.
The supplier side mirrors it: every order, goods receipt, bill and payment against that supplier, and what you still owe them.
Getting started
How long it takes depends on how you work and what has to come across from wherever it lives now. That is what the second step is for — and nothing is committed before it.
30 days, no card, nothing to install. Put a real week of your own work through it rather than a demo of ours.
We go through how you actually work — the documents, who should see what, and what has to come across into client & vendor.
Modules configured to that, roles set screen by screen, and your team taken through the parts they will each use.
Phone, email or online, from the team that built it. Nobody hands you to a reseller once the invoice is paid.
Questions
That is what the customer page is. Orders, deliveries, invoices, payments, direct sales and credit memos each have their own tab, with a ledger underneath showing every one of them in date order against a running balance.
From the documents themselves. Every invoice, payment, return and credit memo posts to that customer’s ledger, and the balance is what those add up to. There is no field anyone can type it into, which is why it can be trusted.
Yes. A customer record can be linked to an existing supplier record, and the customer list has an "Also Supplier" filter so you can pull them out. Both sides keep their own documents and their own balance.
Yes — each customer can be put on a price list, and quotations, orders and invoices use it. A wholesale account and a retail one get their own rates without anyone having to remember which is which.
You make them inactive rather than delete them. The record and every document attached to it stay where they are, which is what you want when they reappear two years later or when an auditor asks.
Billing and shipping addresses with country, division, district and thana, and as many additional addresses and contact people as the firm has — so a boutique with three branches and two people who order is one customer, not three.
The rest of it
Start the trial and put a week of real work through it, or have us walk you through client & vendor against the way you already do it.