When customer details live in email, spreadsheets, and old invoices, simple work takes too long. CheckSmith keeps one contact record connected to that customer's invoices and payments.
Search, tag, and group people however your business thinks about them — by project, by region, by how reliably they pay — and start an invoice from a contact in one click.
How It Works
One Directory
Every customer and vendor lives in a single searchable list, with contact details kept current in one place.
Tag And Group
Labels and groups let you slice the list the way you think — by project, by terms, by whatever matters this week.
History Comes Along
Open a contact and see their invoices and payments, so you know exactly where every relationship stands before you pick up the phone.
What You Get
- One searchable directory
- Tags and groups
- Linked invoices and payments
- Start an invoice from a contact