Manage and define different types of businesses you work with, giving you complete control over your customer relationships and invoicing processes.
Categorize your clients based on their business model, such as B2B (Business-to-Business) and B2C (Business-to-Consumer). This classification helps you tailor your invoicing, pricing, and communication to fit each customer type, improving efficiency and personalization.
By clearly defining business types, your team can quickly identify client needs, set appropriate payment terms, and generate invoices that reflect the nature of the relationship. For example, B2B clients may require bulk pricing and extended payment terms, whereas retail or B2C customers may need instant checkout and simplified invoices.
Managing business types within the software also ensures consistency across your organization. Every department can access the same client classification, reducing errors and streamlining workflows. Whether you’re a small business managing a few clients or a large company handling thousands, this feature helps you organize your client base efficiently and maintain stronger business relationships.