Customers
Your master list of everyone the business bills.
Who it's for
Sales staff and AR staff managing customer relationships
Key benefits
- Central customer directory with contact and billing info
- Every invoice, estimate, and payment ties back here
- Quick view of each customer's open balance
Overview
Customers is the master directory of everyone you bill - contact details, billing address, and default terms live here, and every invoice, estimate, or payment references a customer from this list.
Related features
See how Customers fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.