Every customer, the whole picture
Add a customer once and bill them from any Brand. Their page shows what’s outstanding and overdue, their credit, every document and payment — and with several contacts, the right person gets each kind of email.
Lakeview Hospitality LLP
What you can do with it
Several contacts
Up to 20 per customer, each ticked for invoices, estimates, reminders, statements and the portal.
Currency and tax ID
A preferred currency, GSTIN, TRN or VAT number, and GST status in India.
Custom fields
Up to five on customers — shown on documents or internal.
Reminders switch
Turn automatic reminders off for one customer.
Four steps, no training needed
Add the customer
Name, billing details, tax ID, currency — or import a list.
Add contacts
Who gets invoices, estimates, reminders and statements.
Work from their page
Record payments, send statements, add an opening balance.
See their history
Documents, payments, credit and activity in one place.
The accounts team gets invoices, the director gets estimates
Each contact has a role, email and phone, and ticks for what they receive. The Send dialog starts with the right people; reminders go to the people who handle payment.
Lakeview Hospitality LLP
Learn it step by step in the Help Center
Related features
Items & services
A catalogue of products and services with rates, units, HSN/SAC and tax — or just type a line.
Statements of account
Activity or outstanding statements per customer — PDF, email, WhatsApp or a 30-day link.
Import & switch
Bring customers, items, past invoices with payments and open estimates from any software.
Customer portal
One page per Brand where customers see invoices, estimates, receipts and statements — and pay.
Questions about Customers & contacts
Can two Brands bill the same customer?
Yes. Customers are shared across your Organization, so there are no duplicates.
Can I import customers?
Yes, on paid plans, from CSV or Excel with a review of every row.
What is an opening balance?
A customer’s balance from before Hectile, added in one step so statements and reminders are right from day one.
Try Customers & Contacts on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.