Your account's address book — the backbone that almost everything else hangs from: running balance, quotes, billing and projects.
INCLUDED IN YOUR PLAN · UNLIMITED USERS · AURORA INSIDE
Full record: tax data, VAT status, running balance, sub-accounts, price group and credit limit.
Banking and tax details, with a signup portal of their own so each vendor loads theirs.
Standalone people who are neither a client nor a vendor, always on hand for the team.
Banking and tax data are visible based on the viewer's permission, not by default.
Merge or delete duplicate clients and vendors without losing either one's history.
CRM, Billing, Operations and Commerce all hang off the same record — a change is made once, not everywhere.