What's new

September
30
,
2024

Customer view: manage your activity by customer

Easily view your invoicing activity by customer, see which customers owe you money and check if they are already set up on direct debit.

If the customer is connected to a Xero record you will see a small icon in the table next to their name. We also sync any updates to and from Xero.

Spotted that you have a duplicate customer record? No problem, you can merge duplicates and bring any invoices together under a single customer.