Customer Management
Transform client relationships with intelligent CRM tools
Advanced analytics • Automated workflows • Revenue optimization
Create Customer
This section enables creating a new customer with all required details, including:
- First and last name or company
- Contacts (email, phone)
- Full address
- Tax number or TIN, if applicable
- Other relevant information for management
In addition to creating new customers, the customer index/list can also show:
- Each customer’s current debt, giving you a clear overview of outstanding obligations.
This feature helps you manage customer relationships, monitor debts, and keep accurate records of their data.
Customer Ledger (Financial Card)
This section lets you generate a financial ledger for a specific customer, including all related transactions and invoices.
Key functions include:- Select customer — choose the customer for whom you want the financial ledger.
- Generate document — the ledger can be created in PDF or Excel format.
- Send directly by email — the document can be sent immediately to the customer or the responsible accountant.
This feature provides a clear, detailed financial overview for each customer, making it easier to monitor debts, payments, and transaction history.
Merge Customers
This feature lets you merge two or more customers into a single customer, organizing all data clearly.
Key functions include:- Select customers — choose two or three customers you want to merge.
- Rename the new customer — after merging, you can set a new name for the unified customer.
- Data consolidation — all invoices, debts, and payments from the selected customers are transferred and stored under the new customer.
This feature is useful for managing duplicates, providing a clear view of debts, and simplifying financial reporting.
Download to Excel
This option lets you export all customer data to Excel (.xlsx). With this feature you can:
- Save and archive the full customer list.
- Analyze data easily using Excel filters and formulas.
- PDF — allows converting invoices to PDF for saving, sending, or printing.
- Share the list with accountants or other company departments.
This feature provides a fast, organized way to keep an external copy of customers, ready for reporting or archiving.
Customer Status
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Customer Management Features
