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, with lifetime totals per currency: what you invoiced them, what is still open, and the last document
- VAT registration numbers (stored without spaces or dots, duplicates merged automatically)
- The Invoices tab: every invoice and credit note linked to them, with due date, status, total and open balance
- The Insights tab (Scale plan): average monthly revenue over the last 12 months, how long they take to pay you on average, and the current standing between you, including anything past due
While editing a customer that has an EU VAT number, Update from VAT register replaces the name and address with what the register (VIES) holds for that number.
Belgium-specific features
For Belgian organizations, Financica generates the client listing — a mandatory annual report that lists all Belgian customers and the amounts invoiced to them. It has its own report page: go to Reports > Client listing to review the figures and download the XML file for Intervat. See client listing for details.
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.