Customers
Manage customer records, contacts, and payment history.
Create a customer manually
Add a customer that does not come from your accounting software, then complete its file with contacts, payment terms, and invoices.
Read the articleEdit a customer and its contacts
Update a customer's details, payment terms, account managers, reminder plan, and the contacts who receive your follow-ups.
Read the articleView and filter your customer list
Browse every customer in Finaxis, filter by payment risk, late invoices, account manager, or data source, and save the views you use often.
Read the articleCan't find what you're looking for?
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