Money and business records
Customers, advances and statements
Keep proper customer accounts for sales, money received in advance and subsequent payments.
Capabilities
What you can do
- Register or import customer contacts without creating login accounts.
- View each customer's linked branch activity.
- Record legitimate opening amounts owed.
- Receive customer advance deposits for future sales.
- Apply held advances without counting the money twice.
- Print statements and authorised linked-customer branch reports.
Good to know
Customer records are branch-owned; linked cross-branch reports require owner access.
Learn the workflow
Step-by-step instructions written for business owners and staff.