The Contact Center brings all your customers and vendors into one place. See who owes you money (Accounts Receivable), who you owe (Accounts Payable), and keep balances up to date without juggling spreadsheets. You can also drill into invoices and export statements to share with customers.
Viewing customers and vendors
Navigate to Settings → Contacts.
Or, use the search bar to look up a customer or vendor directly.
The contacts table shows your list of customers and vendors, along with AR and AP balances.
Tip: Customize which columns you see in the table. Add balances, payment history, or other fields to focus on what matters most. Learn more about how to set up your contacts here.
Clicking into a contact
Select a customer or vendor from the list.
View details like open invoices, overdue bills, the net balance, sub-contacts, legal and bank information and more.
Click into any invoice or bill to see full details.
Exporting customer and vendor statements
You may want to send your customer a summary of their activity periodically, including any invoices you've sent them, payments or credits that have been applied, and the remaining balance. This helps you manage payments to your customers.
Option 1:
From a contact's profile, choose Export Statement.
Select your date range.
Export as PDF, CSV, or Excel.
PDF is formatted for sharing with your customer.
CSV or Excel are useful for your own records.
Option 2:
Go to Reports or Settings
Click Export
Select Customer or Vendor Statements
Note: If a contact is set up as both a customer and a vendor, the export statement will default to the customer profile on the Contacts page. To download a vendor statement for that same contact, go to Reports → Export → Vendor Statement
Definitions
Accounts Receivable (AR): Money customers owe you.
Accounts Payable (AP): Money you owe vendors.