Managing customers

The Customers section gives you a comprehensive view of the businesses and individuals you sell to. It combines contact information with financial insights so you can track relationships and revenue in one place.

The customers page

Navigate to Accounting > Customers to see your customer list. Each entry shows:

• Company name — The customer's business name.
• Contact information — Email, phone, or address details.
• Type badge — Whether this counterparty is a customer, supplier, or both (some businesses are both).
• Annual turnover — Revenue from this customer for the selected year.
• VAT information — The customer's VAT number, if applicable.

Filtering and analysis

• Search — Find customers by company name.
• Year filter — Switch between years to compare revenue from each customer over time. Up to five years of history is available.
• Turnover trends — See how your revenue from each customer has changed year over year.

Multi-currency support

If you invoice customers in different currencies, their turnover is shown separately per currency. This gives you an accurate picture without misleading currency conversions.

Customer details

Click any customer to view their full profile, including:

• Contact and address details
• VAT registration number
• Complete transaction and invoice history
• Year-by-year turnover breakdown

Belgium-specific features

For Belgian organizations, Financica supports generating a client listing — a mandatory annual report that lists all Belgian customers and the amounts invoiced to them. This can be downloaded directly from the customers page.

How customers are created

Customers are created automatically when:

• You create a revenue invoice with a new customer name.
• A supplier invoice is uploaded and the counterparty does not exist yet.
• A bank transaction is categorized with a new counterparty.

You can also create customers manually from the customer detail view.