PatoHQ / Customers
Give each customer a useful history.
Keep contact details, orders and outstanding balances together so your team can answer the next question with context.
01
Customer profiles with purchase history
Open a customer record to follow their orders and previous purchases.
02
Outstanding balances in view
Review what is still owed and which documents make up the balance.
03
Credit accounts for trade customers
Use the available credit controls for customers who buy on account.
Put your next working day in focus.
Try your own catalogue, purchasing and sales workflows. Start with a 14-day trial, no card required.