Customers form the basis of all business processes in FlowBill. They connect projects, time tracking and invoices in one central place. Easy to capture, intelligent search and always keep track.
Customer managementEverything in one placeAll customer-related information in one place: company name, address, contact information and internal notes. Once recorded, they are automatically available to all modules – projects, time tracking and invoices access the same master data. This prevents redundant data maintenance and ensures that changes at one central point reach all downstream processes. Historical documents such as already created invoices remain unchanged and retain their original data.
Already during the entry of a new customer, FlowBill checks for similar entries based on company name, email address or VAT number. You immediately receive a hint about possible duplicates and decide for yourself whether the customer is created new or an existing one is used. This keeps the customer base clean and consistent – without accidental duplicates that later lead to confusion in invoices or projects.
Address and tax-relevant information such as the VAT number are maintained centrally per customer. The business address serves as the invoice address by default and flows directly into the QR invoice as the invoice recipient. Changes to billing data apply to all future invoices, while already created invoices retain their original data unchanged. This ensures legal traceability at all times.
The search delivers instant results while typing – company name, customer number and city are searched. Standard filters such as Active, Inactive, Archived, Country, customers with open invoices or customers with active projects narrow down the list specifically. All relevant columns can be sorted, by default alphabetically by company name. Even with large amounts of data, the search remains performant and lag-free.
Each customer page offers tabs for overview, contacts, projects and invoices. This gives you an at-a-glance view of the entire business relationship – from the last invoice to active projects to recorded contacts. Services and time tracking are accessible via the respective projects, which are directly accessible from the customer detail. This gives you a complete overview of all activities with this customer.
Customers go through the statuses Active, Inactive and Archived. Active customers can be used without restrictions – create projects, record services, write invoices and manage contacts. Inactive customers remain fully preserved but are no longer actively managed. Archived customers no longer appear in the overview by default, but can be displayed and reactivated at any time via filters. Archiving never deletes data – historical invoices, projects and time tracking remain available at all times.
Customer management is available in all plans – with different limits.
Start today with FlowBill and manage all customer relationships in one place.
