Customer Management
All your customers in one place
Centralize all customer data, contact details, and billing history. Create invoices and manage reminders directly from each customer profile.
app.billflow.io/dashboard/customers
Customers
Name
Email
Notes
Actions
A
Acme Corp
billing@acme.com
Key account, NET 30 terms
T
TechStart GmbH
finance@techstart.de
Startup, preferred language: DE
D
Design StudioSelf
hello@designstudio.io
—
G
Global Trade Ltd
ap@globaltrade.com
Requires PO number on invoices
Powerful customer management
Complete Contact Profiles
Store name, email, address, tax ID, and custom notes for every customer.
Invoice History
See all invoices and payments for each customer at a glance.
AI-Powered Notes
Use AI assistance to draft and improve customer notes and summaries.
Smart Reminders
Attach follow-up reminders directly to customers so nothing slips through.
Quick Invoice Creation
Jump directly from a customer profile to creating a new invoice.
Self-billing Support
Mark yourself as a customer for internal cost tracking without billing.
All your customers in one place
Centralize all customer data, contact details, and billing history. Create invoices and manage reminders directly from each customer profile.
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