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?”Documentation Index
Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
Use this file to discover all available pages before exploring further.
Adding a customer
Enter their details
- Company name (or individual name)
- Contact person
- Email (where invoices go)
- Phone
- Billing address
Set defaults
- Payment terms (Net 30, etc.)
- Tax status (taxable or exempt)
- Currency (if different from your default)
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 |
| 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 |
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:- Open customer profile
- Click Generate Statement
- Select date range
- Generate PDF
- Send to customer
- Opening balance
- Invoices issued
- Payments received
- Ending balance
Credits
Apply a credit to a customer’s account (refund, goodwill adjustment, correction):- Go to customer profile
- Click Add Credit
- Enter amount and reason
- Credit applies to their next invoice automatically
Importing customers
Moving from another system?- Go to Customers → Import
- Upload CSV file
- Map columns to fields
- Review and import
CSV format example
Merging duplicates
If you accidentally created the same customer twice:- Go to Customers
- Click Merge
- Select the duplicates
- Choose which record to keep as primary
- Merge
Archiving customers
For customers you no longer work with:- Open customer profile
- Click Archive
- Customer hides from active lists but history is preserved
Customer portal
Give customers self-service access:- Go to customer profile
- Click Send Portal Access
- Customer receives login link
- View all their invoices
- Make payments
- Download receipts
- Update their contact information
Payment reminders
Send automatic payment reminders.