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Customer & Supplier Accounts

See your receivables and payables clearly at a single glance

Auto-updated balance, invoice history, and collection records for every partner. Send professional statements instantly via WhatsApp.

Screens use fictional business data. Some features require Premium; appearance may vary by platform and version.

Who is it for?

Small businesses that sell on credit or work with several suppliers.

An example from your working day

Track a customer’s sales invoices and receipts in the same contact record. Check the remaining balance and share a statement with Premium.

All the Tools Your Business Needs

Real-Time Balance Summary

See what customers owe you and what you owe suppliers clearly on a single clean screen.

Statement via WhatsApp & PDF

Share professional statements containing invoices, payments, and balances in seconds.

Payment & Collection Matching

Link payments directly to relevant invoices to monitor remaining balances and overdue items.

Multi-Currency Balance

Select transaction currencies for international partners with automated exchange rates.

How It Works

1

1. Add Customer or Supplier

Record contact details, tax info, and initial balance.

2

2. Link Documents & Payments

Balance auto-updates with each invoice issued or payment received.

3

3. Send Statement via WhatsApp

Share an elegant PDF or link showing open items and balance.

Plan limits for this feature

FeaturesFree StarterPremium Plan
Contacts (Customers & Suppliers)15 contactsUnlimited
ReportsBusiness summary and upcoming dues2 basic + 10 additional reports

Monthly quotas count new records, including drafts. Invoice-linked payments do not count toward the independent transaction quota. Date range limits do not restrict data retention or full export. Both plans allow up to 500 items per catalog.

Detailed Feature-by-Feature Comparison

Frequently Asked Questions

Can a contact be both customer and supplier?

Yes. In GiroPS you can issue both sales and purchase documents to the same contact and track net balance.

Can I filter statements by date range?

The customer and supplier statement is a Premium report. Free record lists allow up to 7 days per query; Premium allows up to 1 year. This does not limit how long records are stored.

How many contacts can I keep on the Free tier?

Free includes 15 customer or supplier records; monthly document and independent transaction quotas also apply. Premium has no contact record quota.

Related Features

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Guides

How to Keep Customer and Supplier Accounts Perfectly Organized

Read Guide

Customer & Supplier Accounts — Start Free

Auto-updated balance, invoice history, and collection records for every partner. Send professional statements instantly via WhatsApp.