Customers & customer account

Customer records, payments received, refunds and history.

1. Create or import a customerCreate an individual or business customer record, or import several customers from an Excel or CSV file.
2. View a customer's history and statementTrack a customer's balance, open invoices and collections, and generate their account statement as a PDF or spreadsheet file.
3. Collect a customer paymentRecord a payment received (cash, transfer, card, check, bill of exchange) and allocate it to one or more of the customer's open invoices.
4. Refund a customerReturn all or part of a customer's credit (credit note, overpayment, unallocated collection) to them, and cancel a refund if needed.
5. Cancel a collection or declare an unpaid paymentCancel a collection entered by mistake, remove an allocation, or declare a bounced check or unpaid bill of exchange, with a tracked reason.
6. Track automatic payment remindersSchedule reminders for overdue invoices, track what has been sent, and pause reminders for a customer, an invoice or the whole module.