Customer ledger
Charges and payments per customer, credit limits and a running balance.
Know who owes you what, send professional invoices, and sell on installments with a signed schedule, without a complicated accounting system.
Your staff join with their own accounts.
Charges and payments per customer, credit limits and a running balance.
Numbered invoices with tax, a PDF by email, and aging from current to 90+ days.
Invoice reminders before and after the due date, until it is paid. Text messages where you have consent.
A product catalog with your markup, a down payment, a schedule and guarantors.
PDF statements emailed to customers each month.
A weekly or monthly summary by email, and files to import into QuickBooks Online or Xero.
Staff with their own accounts; add admin and viewer roles on Organization plans.
Pick the product, the customer and the down payment. IOUEZ adds your markup, builds the schedule and creates an agreement the customer signs. Mark it delivered, upload their ID or the contract, and track every payment.
Pick your currency and time zone, invite your staff.
A name and a phone or email is enough to start.
Send invoices, create installment sales and let reminders follow up.
The Business plan has a limit on active installment sales shown on the pricing page; Organization plans have none.
No. Customers pay you the way you choose; you record the payment and it updates the invoice, the schedule and their account.
No. It keeps a clean record and exports files your accountant can import into QuickBooks Online or Xero.
Yes. Staff in a branch see that branch and what is assigned to them; owners and admins see everything.
Create your business workspace today.