MANAGE YOUR CONTACTS


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Clever Accounts lets you view and edit your trade contacts and view a historical record of all invoices.

 

Online Access Anytime, Anywhere

Build your contacts..

  • 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

  • Contact overview

    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.

    Contact Management

    Create a portfolio of your trade contacts, update important events under the notes section and view all historical activity on their account.

    Credit Control

    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.