Customers & products

Know every customer, and everything you sell

Open a customer and see the whole relationship: what you quoted, what they owe, what they paid and when you last spoke. Keep your products and services with their prices and tax categories, ready to drop onto any document.

Try it free See pricing

The whole customer at a glance

Quotes, invoices, payments, balance owed and recent activity on one page.

Statements in seconds

A clear statement of account for any period. Download it as a PDF, or email it to the customer with the PDF attached.

Tax number checks

VAT and tax numbers are checked against each country’s format when you save them, so typos don’t end up on tax invoices.

Products and services

Keep prices, descriptions and the right tax category for each item, so every line is taxed correctly.

Import from a spreadsheet

Bring customers, suppliers and products in from CSV. Zivobooks remembers your column layout for next time.

Export any time

Your customer and product lists download as CSV whenever you want them. Your data stays yours.

Stop scrolling through WhatsApp to find what you agreed

The customer page brings together every document and payment, so a phone call starts with the full picture. You’ll see straight away if they have an overdue invoice before you quote them for more work.

A catalogue that keeps your tax right

Each product or service carries its tax category: standard-rated, zero-rated or exempt, using your country’s rules. Add it to an invoice and the tax is worked out for you, which matters a great deal when your VAT return comes due.

Customers & products: your questions

Can’t find what you’re looking for? Ask us directly, and a person will answer.

Can I move my customer list from another system?

Yes. Import a CSV from any system, or connect Xero, QuickBooks Online, Sage Business Cloud or SAP Business One and bring customers across with their history.

Do you track stock levels?

Yes. Products you keep in stock have quantities per branch, reorder levels and a full stock history, and every sale, purchase and count updates them. Services simply hold their prices, descriptions and tax categories.

Works hand in hand with

Quotes & invoices Branded quotes your customers accept online, turned into invoices in one click. Getting paid Mobile money, cards and bank transfers, with reminders that do the chasing for you. Insights & cash forecast See next month’s cash today, and what to put aside for tax.

Give your business the back office it deserves.

Try every feature free for 30 days. No card, no contract, and your data is always yours to export.

Start your free month Talk to us

30 days free · Then from $5 a month · Cancel any time · Works on phone, tablet and computer