Simplify Customer & Vendor Management with Balnzed
Add, organize, and manage customers & vendors with ease—streamlined for efficiency and accuracy
Why Is Customer & Vendor Management Important?
Managing customers and vendors efficiently ensures smooth transactions, accurate records, and strong business relationships. Proper management helps track payments, invoices, and essential details without hassle
How to Create & Manage Customers in Balnzed
- Go to the Sales section and click on Customers
- Click "New Customer" and enter details like Name, ABN, Email, and Phone.
- Customize additional fields based on your business needs.
- Click Save, and the customer is now added.
- View all customers sorted by Name, ABN, Email, Phone, Open, and Overdue invoices.
- Quick Actions: Hover over a customer to View, Edit, Duplicate, or Delete.
- Import & Export customer data using the ellipses menu.
How to Add & Manage Vendors in Balnzed
- Click Purchases to open the menu and select Vendors
- Click "New Vendor", enter details like Name, Currency, and Contact Info.
- Click Save, and the vendor is now added.
- Click Save, and the customer is now added.
- View all vendors sorted by Name, ABN, Email, Phone, Open, and Overdue bills.
- Quick Actions: Hover over a vendor to Show, Edit, Duplicate, or Delete.
- Import & Export vendor data from the ellipses menu.
Frequently Asked Questions
There is no limit! You can add unlimited customers & vendors as your business grows.
Yes! Balnzed allows bulk importing of customer & vendor data via CSV files.
Absolutely! You can define payment terms for each customer to manage receivables efficiently.
Yes, vendors can be linked to purchase orders for streamlined expense tracking.
Yes, Balnzed allows you to add custom fields for better data management.
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