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 Reminder

Send a customer with an outstanding balance a payment reminder by WhatsApp or SMS in one tap from their account card (Plus and Pro).

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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 customers with an open balance a payment reminder by WhatsApp or SMS in one tap (Plus and Pro) so no payment slips through.

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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 CSV and PDF formats

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

A complete customer profile with name, contact details, address and notes; for business customers tax details are added, and in wedding industries the partner's name too.

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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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Customer's Language

Choose a language for each customer; messages and the contract printout are prepared in that language (5 languages, Arabic right-to-left).

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Communication History

For every booking, see which message went to the customer on which channel and with what result; resend if needed.

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Merging Duplicate Records

Merge records created with different spellings for the same customer into one card; amounts and payments stay as they are.

Take Control of Your Customer Finances

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