Managing Clients & Contacts
The Customers module maintains your client Rolodex, contact coordinates, billing addresses, and cumulative receivable balances.
Customer Profiles
Each profile stores:
- Contact Information: Phone, email, company affiliation, and physical address.
- Financial Summary: Total cumulative dues outstanding and lifetime paid amount.
- Lifecycle Status: Active, Overdue, or Inactive.
Automatic Ledger Synchronization
Whenever you add a due or collect a payment in the Due Ledger, the customer's total due and paid balances synchronize in real-time.