Customer Management

Know Your Customers

Your 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.

Complete Contact Records

Store names, addresses, phone numbers, emails, and custom fields. Everything you need in one place.

Balance Tracking

See what each customer owes at a glance. Outstanding invoices, overdue amounts, and payment history.

Transaction History

Every invoice, payment, and credit memo linked to the customer. Complete financial relationship history.

Quick Actions

Create invoices, record payments, or send statements directly from the customer record.

Customer Information Fields

Basic Info: Company name, contact name, email, phone
Addresses: Billing address, shipping address (can be different)
Financial: Payment terms, credit limit, tax exempt status
Notes: Internal notes and custom fields for your reference
Balances: Current balance, overdue amount, lifetime value

Powerful Features

Search & Filter: Find customers instantly by name, email, or balance
Customer Statements: Generate professional statements showing all activity
Aging Reports: See who's 30, 60, 90+ days overdue
Import Customers: Bring in your customer list from QuickBooks or Excel
Inactive Customers: Hide customers you no longer work with
Duplicate Detection: Avoid creating duplicate customer records