Filllo Money Management - Customer Page
About project:
Money Management is a comprehensive platform designed to simplify and streamline financial management for individuals and businesses. It helps you manage cash flow, monitor income and expenses, and handle invoices seamlessly. You can stay on top of your finances and make smarter decisions with clear insights, visual dashboards, and simple features. Designed to keep things easy, organized, and stress-free.
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The Customer Page on the Money Management platform is your go-to for managing all client and agency details effortlessly.
Key Features:
↘ Use the search bar to locate specific customers quickly.
↘ Access key info at a glance: name, email, phone, agency type, balance, or overdue amounts.
↘ Toggle hidden items for a streamlined view.
↘ Easily switch between agencies and clients.
↘ Add new customers seamlessly.
↘ Access detailed information for each individual customer, allowing for a comprehensive understanding of their profile and history.
↘ Access customer details such as address, currency, and website.
↘ Track financials including total amount, received payments, and dues.
↘ Review invoices and bill summaries.
Let's have a chat!👋
hello@filllo.com
Let’s create something incredible together.
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