Customer and Vendor Management
Full record management for customers and vendors, including credit balances, documents, and activity history.
Inzo provides full create, read, update, and delete operations for customers and vendors, with credit balance management, document attachments, email history, and activity tracking across both modules.
How it works
Create individual or business profiles with billing and shipping addresses, multiple contact persons, and custom payment terms. Configure credit balances that apply against open invoices and bills. Organize records using advanced filters, custom column views, and visibility settings, then run bulk updates across multiple records. Every record keeps an activity history covering status changes, payment events, and email events.
Key capabilities
- Full record management for individual and business customers and vendors.
- Billing and shipping addresses, multiple contacts, and custom payment terms.
- Credit balances for returns, overpayments, adjustments, and discounts, applied against invoices and bills.
- Document attachments supporting PDF, image, and Word files.
- Custom views with filter and column configurations and private, team, or public visibility.
- Bulk updates for payment terms, status, and contact information.
- Activity history with status changes, payment events, email events, and audit trails.
Tips
Credit balances apply automatically against open invoices and bills, so check a contact's credit balance before issuing refunds or manual adjustments.