Managing Customer Accounts in Billabex

Managing Customer Accounts

In Billabex, an account represents a customer company. It groups together all related documents — invoices, credit notes, contacts — for that company. Properly managing your accounts enables clear, centralized, and efficient collection tracking.

Accessing accounts

1. Click on Accounts in the navigation bar.
2. You'll see the account list with the following for each:
  1. The account name
  2. The number of overdue invoices
  3. The outstanding balance

Automatic account creation

An account is automatically created in two cases:
  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 the associated documents, contacts, and balances
No manual action is required to create an account.

Editing account information

You can update account data at any time:
1. Go to the relevant account from the list.
2. Click on Details.
3. Click the Edit button in the Information section.
3. Update:
  1. The company name (used in follow-ups)
  2. The postal address
  3. The currency
4. Click Edit.

Deleting an account

If an account was created by mistake or is no longer needed:
1. Go to the relevant account from the list.
2. Click Options in the header.
3. Select Delete.
Info
Deleting an account is permanent. If your invoicing tool is connected to Billabex, manually deleting an account will cause errors during data synchronization.