Feature
Customer records, with a balance you don’t have to work out
A customer is set up once, with a name and phone number, and reused on every sale from then on. Their outstanding balance is a live figure worked out from their sales and collections, not a running total someone updates by hand.
- Set up once, reused everywhere
- A customer’s name and details are entered once and picked from a list on every sale after that, so the spelling and the record stay consistent.
- A live outstanding balance
- What a customer owes is derived from their dispatched sales and their collections, so it reflects what has actually posted rather than a number typed in.
- Full transaction history
- Every sale and every collection for a customer is visible against their record, so the balance is never a figure without an explanation behind it.
Questions
About customer management.
Is a customer’s outstanding balance entered manually?
No. It is derived automatically from their dispatched sales and recorded collections, so it can’t drift from what has actually been posted.
Can I see a customer’s outstanding before dispatching another order to them?
Yes. Their outstanding balance is visible on their record and while creating a new sale, before you decide to dispatch.
Related
Other parts of the same chain.
Bring your plant operations into one flow.
Start with a 14-day trial. No card is needed to try it, and nothing you record is ever deleted if a subscription lapses.