Every client, every balance, in one place.

  • Outstanding balance per client
  • Default currency and payment terms
  • Custom fields for the data you care about
The Client management screen in Nefin
Financial reportsVendor management

What you get

Every customer, every balance, every invoice — in one place.

AR at a glance

See exactly what each client owes you, what's overdue, and lifetime revenue.

Defaults that stick

Set currency, payment terms, and tax once per client; new invoices use them automatically.

Custom fields

Track anything you need — VAT number, account manager, region — without bolt-ons.

Frequently asked

Can I import existing clients from a CSV?

Yes. CSV import handles names, emails, addresses, currencies, and custom fields.

Can a client have multiple contact emails?

Yes. Add a primary email plus additional contacts on the same client.

Are clients shared across companies?

Each company has its own client list. Multi-tenant means clients don't leak between organizations.

Works with

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