What is Customers & Vendors?
A centralised contact database with full transaction history for every customer and supplier. Quickly find outstanding balances, payment history, and contact details — and generate customer statements with one tap.
What's included
- Full transaction history per contact
- Outstanding balance and overdue tracking
- One-tap customer statements as PDF
- Import contacts from your phone or CSV
- Notes, tags, and custom fields
- Separate vendor and customer profiles
Up and running in minutes
Add your contacts
Import from your phone, upload a CSV, or add customers and vendors manually in seconds.
Attach to documents
Every invoice, quote, and PO links to a contact. Transaction history builds automatically.
Monitor balances
See each customer's total invoiced, paid, and outstanding at a glance. Send statements on demand.
Why it matters for your business
Never lose track
Every transaction is linked to a contact. Find anything instantly — no spreadsheets needed.
Get paid on time
Overdue balance flags and AI-powered reminder emails keep payments flowing.
Build better relationships
Know your customer's history before every call. Respond faster, serve better.
Ready to try Customers & Vendors?
Start for free — no credit card required. Upgrade when you need more.