Customers

Manage customer information and history.

Every invoice needs a customer. Instead of typing their info each time, save it once and reuse it forever.

Customer records also give you history — every invoice you’ve sent them, every payment they’ve made, their current balance. Useful when someone asks “how much have we billed Acme Corp this year?”

Adding a customer

1. Go to Customers

   Navigate to Invoicing → Customers or click Add Customer.

2. Enter their details

   • Company name (or individual name)
   • Contact person
   • Email (where invoices go)
   • Phone
   • Billing address
3. Set defaults

   • Payment terms (Net 30, etc.)
   • Tax status (taxable or exempt)
   • Currency (if different from your default)
4. Save

   Customer is ready for invoicing.

Customer information

Field	What it’s for
Company name	Primary identifier
Display name	How they appear on invoices
Contact name	Who to address communications to
Email	Where invoices get sent
Phone	Contact number
Billing address	Appears on invoices
Shipping address	If different from billing

Customer defaults

Set defaults that apply every time you invoice this customer:

Setting	What it does
Payment terms	Net 15, Net 30, Due on receipt, etc.
Tax status	Taxable or exempt
Tax exemption ID	For exempt customers (resellers, nonprofits)
Currency	Their preferred currency
Payment method	How they usually pay

Saves you from setting these on every invoice.

The customer profile

Everything about a customer in one place:

Overview

• Contact information
• Account balance (what they owe)
• Total invoiced (all time)
• Total paid (all time)

Invoices tab

All invoices for this customer:

• Drafts you haven’t sent
• Outstanding (sent, not paid)
• Paid invoices
• Overdue invoices

Payments tab

Payment history:

• Every payment they’ve made
• Payment methods used
• Dates received

Activity tab

Timeline of everything:

• Invoices sent
• Payments received
• Emails delivered
• Notes you’ve added

Account balance

Track what each customer owes:

Metric	What it shows
Current balance	Total outstanding right now
Overdue	Amount that’s past due
Available credit	Credits or overpayments to apply

Customer statements

Generate a statement showing all account activity:

1. Open customer profile
2. Click Generate Statement
3. Select date range
4. Generate PDF
5. Send to customer

Statements show:

• Opening balance
• Invoices issued
• Payments received
• Ending balance

Good for customers who want a summary of their account.

Credits

Apply a credit to a customer’s account (refund, goodwill adjustment, correction):

1. Go to customer profile
2. Click Add Credit
3. Enter amount and reason
4. Credit applies to their next invoice automatically

Or manually apply it to a specific invoice.

Importing customers

Moving from another system?

1. Go to Customers → Import
2. Upload CSV file
3. Map columns to fields
4. Review and import

CSV format example

Company Name,Contact Name,Email,Phone,Address
Acme Corp,John Smith,[e-mail],555-1234,"123 Main St"

Merging duplicates

If you accidentally created the same customer twice:

1. Go to Customers
2. Click Merge
3. Select the duplicates
4. Choose which record to keep as primary
5. Merge

All invoices and payments consolidate under one customer.

Archiving customers

For customers you no longer work with:

1. Open customer profile
2. Click Archive
3. Customer hides from active lists but history is preserved

Archived customers don’t clutter your dropdowns when creating new invoices. You can unarchive them anytime.

Customer portal

Give customers self-service access:

1. Go to customer profile
2. Click Send Portal Access
3. Customer receives login link

In the portal, they can:

• View all their invoices
• Make payments
• Download receipts
• Update their contact information

Less “can you resend that invoice?” emails for you.

Payment reminders

Send automatic payment reminders.