Included in every plan
Clients
Keep your clients' contact details, contact people and notes together with their full history: jobs, invoices, reports and vehicles. You can see at a glance who owes you money and who is overdue. Clients is a core module and is free on every plan, up to 15 clients on the free plan.
What it does.
Who owes you money
Filter the list by Owes money, Overdue, Partly paid or Fully paid. Each client shows the amount they owe or have overdue.
Outstanding balance
A client's page shows their outstanding balance: unpaid invoices plus jobs done but not yet invoiced. A bar shows their open invoices by age: 0–30, 31–60, 61–90 and over 90 days.
Full history per client
Tabs for jobs, invoices and service reports, plus vehicles and work orders when Workshop is on and recurring billing when Subscriptions is on.
Invoice several jobs at once
Tick several of a client's jobs and create one combined invoice.
Record payments
Record a payment against an invoice from the client's page.
Credit limit per client
Set the most a client may owe you: blank means no limit and 0 means no credit. A client over their limit shows in red with an Over limit badge. An invoice that would take them over asks the owner or a co-admin first, and other staff must press «Ask permission», which e-mails the company administrator, and anyone they choose in Settings, to approve or reject. A bar on the list and on the client's page shows how much of the limit is used. One asked for by the AI connector, your accountant or the API waits for the owner's approval.
Pays on account (with Delivery)
With Delivery on, tick «Pays on account» on a client's form when their deliveries are invoiced to their account. The driver then collects nothing and is not charged for those deliveries. Left off, the client pays the driver on delivery.
Client statements by email or PDF
From a client’s page, download a statement PDF of their open invoices and what they still owe, or send it by email when your own email (SMTP) is set up.
Monthly statements, off by default
Switch on monthly statements in Settings and on the 1st of each month every client who owes money on open invoices and has an email address gets one from your own email, at most once a month. It needs your own email (SMTP) and data kept in the CySo cloud.
Client price table
Open the clients × items price table from Clients to set each client’s own selling prices for your Warehouse or Inventory items, with CSV import and export. A price lower than the standard price shows green and a higher one red. The colours are on staff screens only, never on documents or the customer portal.
Contact people
For a company client, add up to three contact people with their role and phone number, so your staff know who to ring.
WhatsApp, Maps and Waze
Message the client on WhatsApp, or open their address in Google Maps or Waze with one tap.
EU VAT number check
Check a client's EU VAT number in VIES. The result is saved with the client, and you can use the registered name and address.
Clients register themselves
Share a single-use link (valid 72 hours) or a reusable QR code (valid 24 hours, up to 20 clients). Clients fill in their own details and wait for your approval.
Import from CSV
Import your existing client list from a CSV file. Rows that cannot be read are skipped and counted.
Notes and comments
Keep notes on a client and leave comments on their record for your team.
Erase on request (GDPR)
Erase a client's personal data when they ask, while tax invoices and receipts are kept without their name, because the law requires you to keep them. Only staff with the data protection permission can do it.
Download before erasing
Before a workshop client is erased, their vehicles, work orders, photos and PDFs are downloaded for you first.
Real screens.
From the app, using a demo company.
Price.
Prices exclude VAT. The free plan holds up to 15 clients. See all CySo prices.
Included
Clients is a core module and is free on every plan. The free plan allows up to 15 clients, and Starter and above have no client limit.
Works well with.
Try Clients in CySo Flow.
Start on the free plan and switch modules on from inside the app.