Help centre · Part 5

Customers and credit

Customer records, credit limits, who owes you and sending reminders.

  1. Add customersRecord the people and businesses you sell to, so you can sell on credit, send reminders and see what each one owes.About 5 minutes
  2. Set a credit limitDecide how much a customer may owe you and how many days they have to pay. Credit sales over the limit are refused.About 5 minutes
  3. See who owes you and send remindersSee every customer's unpaid invoices by how late they are, pick the ones to chase, and send reminders by SMS or email.About 8 minutes