Create your list of clients and debtors and effectively follow up on each of them. Access to view the history of each client and assign the staff of your company in charge of each of them.
The data necessary for the creation of a client's profile are: name, VAT zone and customer group, which is essential to associate each individual client to an account of the accounting plan and to the VAT area.
Create your list of suppliers and creditors and effectively monitor each of them. Access to view the history of each supplier and assign the staff of your company in charge of each of them.
The data necessary for the creation of the profile of a supplier or creditor are: name, VAT zone and supplier group, which is essential to associate each individual supplier to an account of the accounting plan and to the VAT area.
Register each of your contacts manually, or import your list of clients and suppliers through an Excel file quickly.
Manage the list of products and / or services used in the creation of invoices, orders and quotations in your company. If you wish, categorize them by product groups with particular characteristics.
The data necessary to create a product are: code (which uniquely identifies the product), product group (to assign the sales accounting account and VAT to be applied), the sale price and, if you wish , the cost price.
Update the prices of your list of products and / or services at any time by importing an Excel file with the new data to use.
When a customer is created it is possible to configure a discount for that customer, and thus apply it automatically to their invoices, or even apply different discounts for groups of customers.
View or print the status of your clients or suppliers accounts to control open or pending accounting balances at any time.