Maintain a centralized record of every client relationship. Contact details, outstanding balances, and full transaction history -- organized and accessible.
Try It FreeStrong client relationships depend on having the right information at your fingertips. Kantivo consolidates contact details, billing history, and open receivables into a single, navigable record for each customer. Identify your highest-value accounts, flag overdue balances, and keep critical notes where your team can find them.
Each customer profile links directly to associated invoices, payments received, and credit adjustments. Selecting any customer gives you an immediate, comprehensive picture of the financial relationship.
Capture business names, primary contacts, phone numbers, email addresses, and additional custom fields -- all stored centrally.
View outstanding amounts, overdue totals, and historical payment patterns for any customer at a glance.
Invoices, receipts, and credit memos are all tied to the customer record, forming a complete financial timeline.
Generate a new invoice, log a payment, or produce a statement without leaving the customer's profile.
Real businesses rarely have just one person handling the money. The AP clerk pays the bills, the owner wants to see the statement, the controller needs a copy for reconciliation. Kantivo lets every client carry as many contacts as you need - each with its own role, email, and delivery preferences.
Choose who goes in the To: line of every invoice email. Switch it whenever personnel change - the rest of the account history stays intact.
Any contact marked to receive invoices is automatically Cc'd when you send. No retyping addresses, no missed recipients.
Independent opt-ins for invoices, estimates, and statements. Send quotes to the project team, bills to accounts payable, and the monthly summary to the principal — each contact sees only what they've opted into.
Tag each contact as Billing, Owner, Technical, Legal, Accounting, or Other. Makes it obvious at a glance who does what on the account.
When a customer overpays an invoice or makes a payment that exceeds their balance, Kantivo automatically records the difference as a customer credit. These credits sit on the customer's account and can be applied to future invoices, reducing the amount the client owes without any manual journal entries from you.
When a payment exceeds the invoice total, the surplus is captured as a credit on the customer record automatically.
When creating or receiving payment on a future invoice, apply available credits to reduce the amount due -- partially or in full.
Each customer profile displays the current credit balance alongside outstanding receivables, so you always know the full picture.
View a complete log of how credits were created (overpayments, manual adjustments) and how they were applied over time.
Try Kantivo free for 30 days with unlimited customer records. No credit card needed.