Customers and suppliers

Know who owes you at a glance

Type a company name and FinBaze fills in the details from Companies House. Every customer and supplier shows what's outstanding, and the invoices and payments behind it.

Start your 14-day trialSee a customer record →On every plan, from £35 a month + VAT · 14-day free trial

One record per customer

Everything about a customer, in one place

Open any customer or supplier to see what's outstanding, what you've invoiced this year, and every invoice, credit note and payment. No more adding it up in a spreadsheet.

  • Outstanding balance and this year's revenue or costs
  • Sales and purchase invoices, payments and quotes
  • Bank details, subscriptions and attachments on the record
See how reminders chase late payers

Why it's more than an address book

One customer record runs through your books

What you set on a customer, FinBaze uses everywhere: on the invoice, when matching payments and in reminders. Get it right once and it's right everywhere.

Look up

Company details come from Companies House, so the name and number on your invoice are right.

Invoice

Language, payment terms and address are ready the moment you pick the customer.

Paid

FinBaze learns the names a customer pays under, so their payments find the right invoice on their own.

Follow up

Reminders follow your rules per customer: automatic, or switched off for that one key client.

See how payments are matched for you

Set it once per customer, right from then on

A few settings per customer or supplier save you work every quarter.

VAT numbers checked

EU VAT numbers are checked with VIES; UK numbers are stored as you enter them.

Payment terms per customer

Give one customer 14 days and another 60. New invoices for them get the right due date automatically.

Contact and email per customer

Invoices and reminders go to the right address.

Reminders per customer

Switch automatic reminders off for a client you'd rather phone. Everyone else carries on as normal.

Payment names FinBaze learns

If a customer pays under a different name, FinBaze remembers and matches the next payment by itself.

Default cost centre per supplier

A supplier's costs land on the right cost centre by default.

Filter customers and suppliers

Filter by customer, supplier, current account or loan, and search by name or email.

Merge duplicates

If the same customer appears twice, merge them, along with all their invoices and payments.

Your first customer, added in a minute

More than €10 million has been billed through FinBaze. Getting started takes minutes, and it's on every plan from £35 a month.

1

Create your account

Enter your company number and your own details are filled in from Companies House.

~2 min

2

Add your first customer

Type the company name, pick the right one and set their payment terms.

~1 min

3

Send your first invoice

Pick the customer and the invoice fills itself in. The amount due appears on their record straight away.

~3 min

Questions about customers and suppliers

Type the name of a UK company and pick the right result from Companies House. FinBaze fills in the registered name, company number and registered address. Customers in other countries you enter once yourself, and then they're ready for every invoice.

Know today who owes you what

Try FinBaze free for 14 days. Look up your first customer on Companies House and send them an invoice with a pay button.

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