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GuideIncome, Expenses & Accounts

Client Management & Lifetime Value.

3 min read

Track who owes you money, customer revenue history, and manage outstanding debt proactively.

1

#Client Ledger & Outstanding Receivables

View each client's transaction history to see unpaid invoices and historical receipts.

  • Instantly spot overdue accounts that require payment reminders
  • Export customer statements to CSV or PDF
2

#Customer Lifetime Value (LTV)

Discover your most profitable accounts by sorting clients by total revenue generated.

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