All features
RUNNING THE BUSINESS

Customers

A real customer list, with balances, credit limits and history.

Most small businesses know their customers by memory and their debts by notebook. This turns that into a record you can search, sort and act on — who buys most, who owes you, who has not been back.

Credit limits are enforced at the point of sale, so a limit is a control rather than a note.

What it does

  • Balances kept current as sales and payments land
  • Credit limits checked when credit is taken
  • Notes and contact history per customer
  • Loyalty points where you use them

More in running the business

Try it on the free plan.