Customer management
Keep Customers and Invoices Organized
Every customer gets a profile with full invoice history, outstanding and paid balances, and search — plus a secure self-service billing portal for them.
Customer profiles
Contact details, company, and notes — one record per customer, always up to date.
Invoice history
Every invoice a customer ever received, with status, amounts, and dates.
Outstanding balances
What each customer still owes, updated the moment payments land.
Paid balances
Lifetime collected totals per customer, grouped by currency.
Search
Find any customer in seconds by name, email, or company.
Customer-level tracking
Oldest overdue invoice and last payment date per customer for smart prioritization.
Self-service billing portal
Invite any customer to a secure, expiring portal link where they see only their own invoices, pay outstanding balances online, and print receipts — no PayChaser account needed, and they can never see another customer's data.
Why it matters
- Answer 'who owes what?' in seconds instead of digging through spreadsheets.
- Fewer support emails: customers check balances and receipts themselves.
- Cleaner books: one customer record feeds reminders, analytics, and the portal.
Common questions
What is stored on a customer profile?
Name, email, phone, company, notes, plus every invoice: history, outstanding and paid balances, oldest overdue invoice, and last payment date.
Can I search customers?
Yes. The customer list supports instant search by name, email, or company, with sortable columns for balances and activity.
Can customers see their own invoices?
Yes. Each customer can receive a secure, expiring billing portal link showing only their invoices, with online payment and printable receipts.
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