See every customer's sales, balance, and ledger in one place

Who are your best customers, and who owes you right now? Elefta's contacts now answer both at a glance, and every contact page shows the full money story behind them.

A contacts list that shows the money

Every row shows lifetime sales, balance and last activity. Sort by balance owed, credit balance or recent activity, or use the All, Balance and Credit balance tabs, each with a count.

A contact page with everything on it

Across the top, a summary shows lifetime sales, balance, transactions, purchases and activities, in full amounts rather than rounded figures. Below it, tabs for Overview, Activities, Transactions, Ledger, Invoices and Purchases keep each kind of record in its place. The same page opens from your contacts list, from inventory and from sales.

The ledger

The ledger lists every invoice, payment, return and refund on its own row, with debit, credit and a running balance. Download it as a CSV when your accountant asks. The Payments tab shows each payment with its date, method, reference and the invoice it went to.

Take payment from here

Record a payment straight from the contact and spread it across their open invoices, oldest first. Balances update as you work. Payments and the ledger only show for team members allowed to see them. See more of how Elefta keeps you close to your customers.