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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?”

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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.

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Customer information

FieldWhat it’s for
Company namePrimary identifier
Display nameHow they appear on invoices
Contact nameWho to address communications to
EmailWhere invoices get sent
PhoneContact number
Billing addressAppears on invoices
Shipping addressIf different from billing

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Customer defaults

Set defaults that apply every time you invoice this customer:
SettingWhat it does
Payment termsNet 15, Net 30, Due on receipt, etc.
Tax statusTaxable or exempt
Tax exemption IDFor exempt customers (resellers, nonprofits)
CurrencyTheir preferred currency
Payment methodHow they usually pay
Saves you from setting these on every invoice.

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The customer profile

Everything about a customer in one place:

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Overview

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

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Invoices tab

All invoices for this customer:
  • Drafts you haven’t sent
  • Outstanding (sent, not paid)
  • Paid invoices
  • Overdue invoices

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Payments tab

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

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Activity tab

Timeline of everything:
  • Invoices sent
  • Payments received
  • Emails delivered
  • Notes you’ve added

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Account balance

Track what each customer owes:
MetricWhat it shows
Current balanceTotal outstanding right now
OverdueAmount that’s past due
Available creditCredits or overpayments to apply

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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.

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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.

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Importing customers

Moving from another system?
  1. Go to Customers → Import
  2. Upload CSV file
  3. Map columns to fields
  4. Review and import

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CSV format example

Company Name,Contact Name,Email,Phone,Address
Acme Corp,John Smith,john@acme.com,555-1234,"123 Main St"

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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.

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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.

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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.