The Client Portfolio module allows the user complete management of invoices, due dates, transactions and control of late payments to ensure complete control and follow-up of the client portfolio.

The module includes the possibility of managing payments received, performing automated bookkeeping functions and managing all movements associated with an invoice in terms of credits, payments and transfers.

The Client Portfolio product from Stacks offers the user an open system that allows for the import and export of data to and from other systems or modules, such as Invoicing, Treasury and Accounting.