Add, delete and edit contact details
View outstanding amounts owed or owing by your contacts
Warning indicators for exceeding account limits or terms
Graphical data helps to visualise figures
Clever Accounts lets you allocate invoices to any contact, calculating up-to-date balances of outstanding amounts clearly. All historical transactions can be easily viewed in their account activity report.
Create a portfolio of your trade contacts, update important events under the notes section and view all historical activity on their account.
Managing outstanding invoices is much easier as Clever Accounts uses clear warning indictors that appear if any of your contacts have exceeded their credit limit or if any invoice has passed it's agreed payment terms.