Keep track of everyone you do business with. Contact info, balances, transaction history - all in one place.
Try It FreeYour customers are the lifeblood of your business. BizBooks Pro helps you keep track of every detail - from basic contact information to complete transaction history. See who owes you money, who your best customers are, and never lose track of important details.
Every customer record connects to their invoices, payments, and transaction history. One click shows you everything you need to know about any customer relationship.
Store names, addresses, phone numbers, emails, and custom fields. Everything you need in one place.
See what each customer owes at a glance. Outstanding invoices, overdue amounts, and payment history.
Every invoice, payment, and credit memo linked to the customer. Complete financial relationship history.
Create invoices, record payments, or send statements directly from the customer record.
Set credit limits for each customer and monitor their outstanding balance against that limit in real time. BizBooks Pro alerts you when a customer approaches or exceeds their credit threshold, so you can make informed decisions before extending additional credit or fulfilling new orders.
Assign a maximum credit amount to any customer. The limit is checked automatically when new invoices are created.
See the total unpaid amount across all open invoices for each customer, compared against their credit limit at a glance.
Receive a notification when creating an invoice that would push a customer over their credit limit. Proceed or hold based on your judgment.
Review a customer's payment history, average days to pay, and credit utilization trends to assess risk before extending more credit.
Free 30-day trial with unlimited customers. No credit card required.