FINBIZTOOLS
Customer List
A simple customer list with names, contact details and notes, kept only in your browser and exportable to CSV.
Private by design. What you enter here is kept only in this browser on this device (browser storage). Nothing is uploaded to FinBizTools or shared. Clearing your browser data deletes it, so export a copy from Saved Calculations to keep a backup.
Changes the currency symbol and number format only. Amounts are not converted.
How it works
Record the customers you quote and invoice. The list feeds the Quote to Invoice workspace.
How your data is stored
Everything on this page is kept only in your browser on this device. Nothing is uploaded to FinBizTools, and no financial value is sent to analytics. Clearing your browser data removes it, so use Export all data on the Saved Calculations page for a backup.
Related workspaces
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