A complete customer view, built right into SimplaTask. Add a customer, group them, see every invoice and transaction, and save their payment method to the Wallet.
Everything a small business needs to know about every customer—invoices, payments, and notes in a single record.
Add one customer manually, or bulk-import a CSV from your old system. Both options live one click apart in the Customers header.
Use Groups for bulk invoicing (kids' class, monthly members, board of directors). Pick a Group in the invoice wizard and everyone in it gets billed at once.
Each customer has a Wallet of saved payment methods. Reuse them for subscriptions, recurring plans, and faster repeat checkouts.
The customer dashboard surfaces contact details, latest invoices, latest transactions, and six dedicated tabs.
Organize members in Groups, send the annual dues invoice to everyone at once.
Track each athlete's subscription, attendance-related charges, and payment history.
Plumbing, HVAC, grooming, professional services—every repeat customer's history one click away.
Customer = organization. Members = the contacts inside it. One record, multiple voices.
Most small businesses just need a clean list of customers, every invoice they sent, and every dollar they collected. SimplaTask comes with it.