Manage customers, products, and company profiles
Organize recipients, contacts, products, services, and company profiles, then transfer prepared details directly into quotes, invoices, and templates.
How the workflow works
- 1
Create or import master data
Capture recipients and contacts or import CSV, Outlook CSV, and VCF files.
- 2
Prepare defaults
Save addresses, e-invoicing details, prices, units, and tax categories.
- 3
Reuse in documents
Insert prepared data into quotes, invoices, and recurring workflows.
Your benefits
Recipients and contacts
Store multiple addresses, contact details, and e-invoicing data in a structured way.
Import and export
CSV, Outlook CSV, and VCF simplify the transfer of existing address books.
Products and services
Prepare net or gross prices, categories, units, and taxes centrally.
Multiple company profiles
Keep company details, logos, bank accounts, and tax defaults separate by profile.
Traceable history
Changes and connected activity stay available in the appropriate context.
Insert directly
Use customers and line items in new documents without retyping them.
Ready for e‑invoices?
Start with Billance and create your first e-invoices in just a few minutes.