Create a record of the customers and suppliers you deal with so you can:
store information about the people and companies you do business with
record expenses and invoices for them, and
stay on top of payments made and owing.
You can set up your customers and suppliers in advance, or when you’re entering an invoice or expense. Just enter their name and contact details – this makes them easy to find later, and lets you call or email them with a single tap.
Set up your customers and suppliers to better understand your business trends
Each time you sell to a customer or buy from a supplier, there’s a record of the transaction saved in the app. This helps keep track of who’s buying what and where you’re spending your money.
It also helps manage your cashflow by seeing at a glance which customers have unpaid invoices in your invoice list, or if there’s any unpaid expenses in your expenses list, like a supplier bill.