Customers. A Perfex-style client profile with live balances.
Contacts, addresses, TRN, currency and credit terms, with a statement of account, ageing and an invoice overview that is always current.
| ACC-SINV-2026-00012 | 2026-09-12 | 48,405.00 | Paid |
| ACC-SINV-2026-00009 | 2026-08-28 | 31,290.00 | Unpaid |
| Balance | 31,290.00 |
Everything in Customers
Included in the module and connected to the rest of WorkOSync out of the box.
Live from the ledger: invoices, payments, credit notes and running balance, printable and emailable.
Current, 1-30, 31-60, 61-90 and 90+ so collections knows who to call first.
Overview, invoices, payments, statement, orders, estimates, projects, contracts and files.
Multiple contacts and billing or shipping addresses per account.
Credit limits and hold rules that stop over-exposure before the order ships.
Customers see their invoices, pay online and download statements themselves.
Three steps, no retyping
Company, TRN, contacts, addresses, currency and credit terms. Import from a spreadsheet if you have one.
Quotes, orders, invoices and payments attach to the account as they happen.
Open the profile for the statement, ageing and the full history, or send the statement in one click.
One profile, every interaction
Sales, finance and support all look at the same customer record.
- Statement of account
- Ageing buckets
- Tabbed profile
- Contacts & addresses
Questions about Customers
Is the statement of account live?
Yes. It is generated from the ledger at the moment you open or send it.
Can customers see their own invoices?
Yes, through the client portal, with online payment and statement download.
Can I set a credit limit?
Per customer. Orders beyond the limit go to approval instead of shipping.