Managing customer accounts in Billabex

Managing Customer Accounts

In Billabex, an account represents a customer company. It groups all related documents (invoices, credit notes), contacts, communications, and collection actions associated with that business.

Properly managing your accounts ensures a clear, centralized, and efficient collection workflow.


Accessing Accounts

1. Click on Accounts in the navigation bar.
2. You’ll see a list of all accounts, showing for each:
  1. The account name
  2. The date of last update
  3. The number of overdue invoices
  4. The outstanding balance

Automatic Account Creation

An account is automatically created in two situations:

  1. When manually importing an invoice or credit note (PDF)
  2. When syncing with a connected invoicing tool (e.g., Pennylane, Zoho Books, etc.)

During import or synchronization, Billabex:

  1. Identifies the company name
  2. Creates the account if it doesn’t already exist
  3. Automatically links related documents, contacts, and balances

No manual action is required to create an account.


Editing Account Information

You can update account details at any time:

1. Open the relevant account from the list
2. Click on Details
3. Click Edit in the Information section
4. Update:
  1. Company name (used in follow-ups)
  2. Postal address
  3. Currency
5. Click Save

Deleting an Account

If an account was created in error or is no longer relevant:

1. Open the relevant account from the list
2. Click Options in the account header
3. Select Delete

Info
Deleting an account is permanent. If your invoicing tool is connected to Billabex, manually deleting an account may cause synchronization errors.



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