Customer & Finance Management

Account Tracking

Keep complete track of your customers' receivable and payable balances, prepayments and payment history. Deepen customer relationships with powerful CRM features and never miss a payment.

Current Account Features

Manage every financial movement per customer in a transparent and organized way.

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Receivables & Payables Tracking

See clearly what your customer owes you and what you owe your customer. The balance status is always up to date and transparent.

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Prepayment & Deposit

Record prepayments and deposits collected while creating a reservation. These amounts are automatically reflected in the remaining balance.

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Payment History

View all of a customer's payment transactions in chronological order. Track exactly when, how much and by which method each payment was made.

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Balance Alerts

Get notified when a customer's outstanding balance exceeds a certain threshold. Never overlook long-unpaid balances.

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Per-Customer Summary

See total spend, amount paid, remaining balance and number of reservations for each customer on a single screen.

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Multiple Payment Methods

Record cash, credit card, bank transfer or other payment methods. Each payment method is reported separately.

Balance Scenarios

Ajandam handles different payment and balance situations automatically.

The customer made a prepayment

The prepayment collected during the reservation is posted to the current account. The remaining amount is calculated after the service.

A partial payment was received

The customer paid part of the total amount. The remaining balance is tracked as outstanding and appears in reports.

Balance carry-over

The balance left from a previous period is carried over to the new reservation automatically. The customer can use the accumulated balance.

Refund transaction

In case of cancellation, the refunded amount is posted to the current account. It is clearly shown in the payment history.

Outstanding Balance Management

View the list of all customers with pending payments on a single screen. Track in real time who owes how much, the last payment date and the total outstanding balance.

You can send payment reminders via WhatsApp or SMS to customers with an outstanding balance. Get alerts for balances above a certain amount and never miss a collection opportunity.

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Outstanding Balance List

All pending payments

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Reminder Delivery

Via WhatsApp / SMS

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Bulk Balance Report

In Excel and PDF format

CRM — Customer Relationship Management

Beyond financial tracking: get to know your customers, strengthen relationships and build a loyal customer base.

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Customer Profile

Create a complete customer profile including name, contact details, date of birth, preferences and notes.

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Customer Notes

Take private notes for each customer. Record details such as preferences, allergy information and special requests, and remember them on the next visit.

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Reservation History

Access all of a customer's past reservations. See which services they received and how often they come.

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Tags & Segmentation

Add tags to customers and group them. Create segments such as VIP customers, regulars or those who haven't visited in a long time.

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Communication History

View every message sent via WhatsApp and SMS right inside the customer record. Never lose your communication history.

VIP Customer Management

Flag your special customers. Define dedicated notification priority and service settings for VIP customers.

Take Control of Your Customer Finances

Account tracking and CRM features are available on all plans. Get started right away.