⚡ Over KES 48M Invoiced by Kenyan SMEs: Start 10 Invoices Free →
CLIENT CRM & FINANCIAL LEDGER

Every client's billing history, statements, and KRA PIN in one place.

Maintain complete visibility over every customer relationship. Track all past quotes, invoices, payments, credit limits, and generate professional consolidated account statements in seconds.

Consolidated PDF Statements Corporate KRA PIN Records WhatsApp Direct Dispatch
app.bisrap.com/customers/CUST-8492
BISRAP Cloud
AC

Apex Consulting Group Ltd

Contact: David Kimani • +254 712 345 678

ACTIVE CLIENT
KRA Tax PIN P051234567M
Payment Terms Net 30 Days • KES 500k Limit
Lifetime Statement Ledger 96.8% Punctual
Total Billed KES 1,240,000
Total Paid KES 1,172,720
Balance Due KES 67,280
Recent Activity
INV-2026-104 KES 67,280.00 Unpaid (Due Sep 28)
REC-2026-088 KES 85,000.00 M-Pesa STK push (Sep 14)
📑

Instant Statement of Account

Generate an official PDF statement detailing opening balances, invoices issued, payments received, and final balances for any selected date range.

🛡️

Credit Limit Safeguards

Define credit caps for specific corporate clients. BISRAP warns your sales team before creating new orders if an account has exceeded its credit ceiling.

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Saved KRA PINs & Addresses

Never ask a returning client for their KRA PIN, email, or physical delivery location again. All profile records auto-populate into new invoices.

Client Management Workflow

End-to-End Client Lifecycle on BISRAP

1

Add or Import

Add clients one-by-one or import your entire contact list from Excel or Google Contacts.

2

Configure Terms

Assign payment grace periods (e.g. 14, 30, or 60 days) and standard discounts.

3

Automatic Ledger

Every quote, invoice, or M-Pesa receipt attaches automatically to their profile timeline.

4

Export Statements

Email or WhatsApp consolidated statements at month-end to ensure prompt reconciliation.

FAQ

Customer Management Questions

Can my customers view their statements online without logging in?

Yes. BISRAP generates unique secure links that allow your clients to view their statement, download receipts, and pay outstanding invoices directly via M-Pesa.

Can I manage both retail individuals and corporate businesses?

Yes. BISRAP allows you to categorize customers as individual consumers or registered companies with corporate tax PINs, designated finance contacts, and billing addresses.

Can I export my customer directory to Excel?

Yes. You have full ownership of your data. Export your client directory with contacts, KRA PINs, and balance totals anytime to CSV or Excel.

Organize your client relationships like a pro

Get started with our free plan. Manage up to 10 active accounts with zero cost.

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