Clients
One file per client, with its profit in plain sight
The client file gathers everything about a client from every module: deals and quotations from Sales, invoices and receipts from Finance, and goods delivered from Inventory. The result is an up-to-date balance and the true profit of every client, at any moment.
- Every client's balance, always current
- The true profit of every client
- Overdue invoices flagged early
- Everything about a client on one screen
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Client file
A client's core details in one place.
- Name, type (company or individual), tax registration number, commercial register, address and branch.
- Several contacts per client, each with job title, phone and WhatsApp.
- Payment terms, credit limit and currency per client.
- Client documents attached: contracts and tax card.
- Categories and tags to segment your clients.
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360° client view
All your dealings with a client, from every module, on one screen.
- Quotations, invoices, credit notes and receipts, with the e-invoice status of each invoice.
- Deals and follow-ups from Sales.
- Items delivered and returns from Inventory.
- Letters of guarantee and cheques for the client.
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Statement of account and aging
Know what every client owes you, and for how long.
- Client statement of account for any period, as PDF or Excel.
- Balance due, updated with every invoice and receipt.
- Aging: current, 30, 60 and 90+ days.
- Send statements and payment reminders by WhatsApp or email.
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Client profitability
Know which clients really make you money.
- Revenue per client from approved invoices.
- Direct costs: the cost of goods delivered from stock and expenses linked to the client.
- Net profit per client, with clients ranked from highest to lowest.
- Client profit compared with previous periods and years.
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Alerts and branches
Proactive follow-up with no manual effort.
- Alerts for overdue invoices and exceeded credit limits.
- Reminders before a client's letters of guarantee expire.
- Each client belongs to a branch, with branch reports and a consolidated head-office view.
- Users can be limited to their own branch's clients.
Worked example
Client file: Delta Engineering
Since the start of the year, the company has invoiced Delta Engineering EGP 1,140,000 including VAT, delivered goods from stock and recorded direct expenses linked to the client. The client file shows the full result, along with a performance guarantee of EGP 100,000.
- Net revenue
- 1,000,000
- Cost of goods delivered
- 410,000
- Direct expenses
- 120,000
- Client net profit
- 470,000
- Balance due
- 228,000
- of which overdue 30+ days
- 0
- Guarantee expires in
- 64 days
Questions about this module
Why is Clients a separate module?
Because it is the hub that links the other modules: the deal in Sales, the invoice and receipt in Finance and the goods in Inventory are all recorded on the same client file, so you see the client's balance and profit in one place. It is included in every package.
How is client profit calculated?
Revenue from approved invoices, minus the cost of goods delivered to the client and the direct expenses linked to it. General overheads such as rent and salaries stay at company level.
Can I print a client statement of account?
Yes, for any period, as a formatted PDF in Arabic or English or as Excel, and you can send it by WhatsApp.
Can I set a credit limit per client?
Yes. Set a credit limit and payment terms per client, and the system warns you before a new invoice goes over the limit.
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