Customer Ledgers
A complete billing history for every customer
"What have we billed this customer?" should never require a search. Every customer record keeps a running ledger of quotes, invoices, payments, and account-specific requirements — and can be summarized into a statement in one send.
Everything on one record
Quote history, invoice history, and payment history live together per customer.
Billing requirements, remembered
Preferred payment method, payment terms, and PO requirements stay attached to the account.
Statements on demand
Summarize recent activity and outstanding balance into a statement customers can review.
How it works
Customer record is created
Billing requirements are captured once.
Activity accumulates
Quotes, invoices, and payments attach automatically.
Review the ledger
See full history and current balance in one place.
Send a statement
Summarize activity and balance for the customer's records.
Every customer in one directory, with status and balance visible at a glance.
Frequently asked questions
What's a customer statement?+
A statement summarizes a customer's recent invoice and payment activity plus their outstanding balance into a single document you can send — useful for commercial customers who reconcile their AP against your account periodically.
Can I see every quote and invoice a customer has ever had?+
Yes, each customer record keeps a full history of quotes, invoices, payments, and account activity in one place, so answering "what have we billed this customer" never requires searching.
Can I track a customer's billing requirements, like whether they need a PO number?+
Yes, each customer record can store billing profile details like preferred payment method, payment terms, and whether purchase orders are required, so commercial billing requirements aren't tribal knowledge.
Related
Related feature
See every dollar you're owed, in one place
A dedicated accounts receivable workspace with automatic aging buckets, customer-level rollups, and overdue tracking — built for service businesses, not general ledgers.
Related feature
Invoices that track themselves from sent to paid
Create invoices from scratch or from an accepted quote, with automatic sent/viewed/paid lifecycle tracking and PO number support.
Related solution
Billing built for multi-phase contracting work
Quotes, deposits, progress payments, and final balances that match how contracting jobs actually get billed.
Ready to simplify your billing?
KinetiqBilling handles quotes, invoices, receivables, payments, recurring billing, and related workflows, and is currently available by request rather than open signup.