Customer management for transporters: the party, the balance and the statement on one record
Who owes what, since when, with which invoices open, and what they deducted as TDS. Every paying customer, consignor and consignee is a record the LR, the invoice and the receipt point to. Built for transport companies with hundreds of parties.
*No credit card required
The customer list
The customer list has one row per party, active or inactive, each with:
Column | What it shows |
|---|---|
Customer name | The party as it prints on the LR and invoice |
Amount to Receive | Open invoice balance |
Current Balance | Ledger balance as Dr or Cr |
Email, Phone | For statements and reminders |
Address | As on the invoice |
Filter by status, search by name, export to Excel. Open a customer to see invoices, receipts and the statement.
What sits on the record
Invoices
Every invoice with total, balance due, due date and age days; status Open, Partial or Paid.
Receipts
Payments allocated across open invoices; part payments; bank or cash.
TDS deducted
Customer TDS Report lists what each party deducted, invoice by invoice.
Consignor and consignee
Separate records with address, TRN and bank details, picked on the LR.
Ageing
Customer Invoice Aging Report groups balances by 30-day bucket per party.
Statements
Single Customer Statement and Customers Balance Statement, printable and exportable.
Bring your top five parties
A 30-minute demo where we set them up and show the balance, ageing and statement. No credit card, no setup fee.
Collections, every Friday
- Open the ageing report; sort by the 60+ bucket
- Print or export the Single Customer Statement for each slow payer
- Send it; record the receipt when it comes; the ageing updates
- Customers Balance Statement for the owner: every party, one line
Customer-format reports
A customer who wants a monthly sheet in their own columns gets it from the report builder: Bookings or Invoices as the source, their columns and your custom fields, filtered by customer and month, saved for next time.
One party
- Create the customer with address, contact, TRN and bank details.
- Book LRs against them; invoice from the LRs.
- Receipts allocate to open invoices; TDS deducted is recorded.
- Ageing and statements read from the same record.
What stops happening
A party balance known only to the accountant
Statements built in Excel from two registers
TDS certificates reconciled by hand
Consignee details typed on every LR
Watch the product in action
A walkthrough of the transport management software, in your preferred language.
Frequently asked questions
Customer records are included in every plan
Plans are priced by bookings per month and own vehicles, with a free trial and no setup fee. Pick the one that fits, or book a demo first.