Managing your customers

Adding a customer

1. Navigate to Customers in the sidebar and click Add Customer.
2. Fill in the customer's details (see below).
3. Click Save.

Customer fields

• Company name — the business or individual name that appears on invoices.
• Contact name — the person you deal with at this company (optional, but useful for your reference).
• Email address — where invoice emails are sent. Required.
• Billing address — appears on the invoice under the customer's name. Optional.
• Currency — the default currency for invoices to this customer. Can be overridden on individual invoices.
• Notes — private notes visible only to you, such as payment terms preferences or account reference numbers.

Editing a customer

Open the customer from your Customers list and click Edit. Changes to a customer's details will be reflected on any new invoices created after the change. Existing sent invoices are not retroactively updated.

Deleting a customer

You can delete a customer from their detail page. Note that you cannot delete a customer who has invoices associated with them. To remove such a customer, you would first need to delete any draft invoices linked to them (sent and paid invoices cannot be deleted).

Viewing a customer's invoice history

From a customer's detail page, you can see all invoices ever created for that customer, along with their statuses and totals. This gives you a quick view of the payment history for any individual client.