Manage your customers and payments with ease. Smart Books provides a simple yet powerful way to handle customer profiles, track outstanding balances, and record payments. Improve cash flow and keep your business organized with real-time updates and automated reminders.
Our Customer & Payments module makes it easy to handle invoices, record payments, and monitor outstanding balances in real time. You can accept multiple payment methods, process refunds, and keep your financial records accurate at all times.
With automated reminders and instant notifications, you’ll never miss a payment deadline. Plus, powerful reporting tools help you analyze customer-wise sales, payment history, and credit performance for better decision-making.
Benefits
- Centralized Customer Database
- Quick Invoice & Payment Tracking
- Automated Payment Reminders
- Credit Limit & Outstanding Management
- Multiple Payment Options (Cash, Bank)
- Real-time Balance & Transaction History
- Refund & Adjustment Handling
- Customer-wise Sales & Payment Reports
Development process
The design process is a structured approach to creating solutions, combining research, creativity, and iterative development to deliver functional, user-centric, and visually appealing results.
Discovery & Strategy
System Configuration
Testing & Deployment
FAQ's
Find your answers here
This module includes customer profile management, invoice and payment tracking, outstanding balance monitoring, credit limit control, and automated reminders. It also supports multiple payment methods for convenience.
Yes. You can set credit limits for customers and view outstanding amounts in real-time, helping you manage credit efficiently and reduce payment delays.
Yes. The system allows partial payments, multiple transactions against one invoice, and handles refunds or adjustments seamlessly.
Yes. Automated payment reminders can be sent to customers via email or SMS, reducing delays and improving cash flow.
Yes. You can generate detailed reports showing each customer’s payment history, outstanding amounts, and credit status for better decision-making.