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.
For clients who are people, record an optional First Name and Last Name alongside the main Client Name. Your invoices keep printing exactly as before, but exported client lists and customer reports gain tidy first/last columns and sort by surname — perfect for alphabetizing or a mail merge. Leave the fields empty for business customers and nothing changes.
Most companies don't route every email to the same person. Bills go to accounts payable, monthly statements go to the owner, change orders go to the project manager. BizBooks Pro lets a single client carry any number of contacts, each with its own delivery rules.
Pick the one contact who should appear in the To: field. Anyone else flagged to receive invoices goes on the carbon-copy list automatically when you send.
Three independent toggles control what each contact receives: project quotes go to the estimating desk, invoices go to accounts payable, and the monthly wrap-up goes to the owner. No overlap you don't want.
Tag each contact as Billing, Owner, Technical, Legal, Accounting, or Other so your team can tell at a glance who handles what.
Clients you already have keep working as-is. Their email on file is automatically converted to a Primary Billing contact the first time you open the upgraded software.
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.
When goods come back, an invoice went out wrong, or you decide to make a gesture of goodwill, issue a credit memo against the customer. BizBooks Pro writes the double-entry journal the moment you save it — debiting a contra-revenue account and reducing accounts receivable — so your ledger and your customer balances never drift apart. There is no separate bookkeeping step and nothing to remember at month end.
A reason code of Return posts to Sales Returns & Allowances; adjustments, promotions and goodwill post to Sales Discounts. A month where returns spiked is a product problem — a month where discounts spiked is a pricing one.
Put the whole credit against one invoice or split it across several. Whatever is left stays on the customer's account for next time, and is netted off what they owe throughout the app.
Raised in error? Void it. The original entry is reversed line for line, every invoice it touched gets its balance due back, and the credit stays on record marked voided — an audit trail, not a deletion.
Pay more than the invoice and the surplus becomes a credit on account by itself, ready to apply to whatever is billed next.
Pick the tax code the original invoice used and the credit gives back the tax the customer paid. Multi-component codes unwind separately, so a British Columbia return reverses GST and PST into their own liability accounts rather than one combined line.
List the actual items that came back and BizBooks Pro returns them to inventory and takes their cost out of cost of goods sold. Turn off Restore to inventory on anything returned damaged, so the customer is still credited but a broken unit is not promised to somebody else.
Free 30-day trial with unlimited customers. No credit card required.