A client list that fills itself in
Names, tax details and payment history in one place — with nothing to import, because customers enter on their own when they buy from your page.
The CRM nobody fills in
Most client databases fail for the same reason: they have to be filled in by hand. After two weeks the list is stale, and at that point it is worse than not having one, because you trust old data.
In Bink the client list fills itself from the work you do anyway. Whoever books, buys a product or pays one of your links enters on their own with name, email and — if you issue invoices — the tax details they already provided.
What you see on a customer
The record holds personal and tax details (tax code or VAT number, address, postcode, province), free-form notes, and the movements: how much you collected, how much is still outstanding, the date of the last payment.
In the list a label tells you at a glance who has complete tax details and who does not — which is the difference between issuing an invoice and having to message the client for their tax code.
Two rules that prevent damage
First: a value you entered is never overwritten. If you corrected a tax code by hand, a later purchase carrying a different value will not rewrite it — only empty fields get filled.
Second: email is a clue, not an identity. It links purchases to the right person, but when several records match, the oldest one wins — that is the one you have most likely already worked on.
Patients are a separate case
If you provide healthcare services you can mark a customer as a patient. From then on their invoices do not go to the SdI but follow the Sistema TS route, and Bink stops offering you a transmission that by law must not happen.
It is one checkbox, but it changes which document gets issued: worth ticking the same day you create the record.
What you actually do with it
Three things, all boring and all necessary: issue an invoice without chasing details, know who still owes you money, and find in two seconds how much a client has spent before you quote them again.
The rest — email marketing, pipelines, deal stages — is not what Bink does: here the client list exists to get you paid and invoiced.
Frequently asked questions
Do I have to import my customers?
No. You can create them by hand from "Pay me now", but anyone buying from your page enters on their own. There is no file to upload to get started.
What does "record created from a sale" mean?
That the record came from a purchase on your page: name and email are there, but tax details need completing before you can invoice them.
Why is a payment missing from a customer record?
Movements are linked by email: a payment made from a different address will not show. If the customer has no email, only "Pay me now" payments appear.
Can I export my customer data?
Full customer data export is a Business plan feature.
Related guides
- PaymentsGetting paid with a link or a QR code, in person tooThe client is in front of you or on the other end of the phone and you need to collect now: how to create a payment request in thirty seconds and come out with the right document.
- TaxE-invoicing: issuing invoices without accounting softwareHow electronic invoicing works for a freelancer in Italy, what you need to get started, and how to make the invoice come out of the payment instead of Sunday-night spreadsheets.
- FormsHow to collect contacts with Bink formsCreate custom forms to gather leads, feedback, and orders, with email notifications and CSV export included.