Adding Customers

Adding a New Customer

Method 1: From Customers Page

1. Navigate to Customers in the main menu
2. Click New Customer button
3. Fill in customer details (see below)
4. Click Save

Method 2: While Creating Invoice

1. When creating an invoice, click Create Customer in the customer dropdown
2. Fill in customer details
3. Customer is created and automatically selected for the invoice

Customer Information

Required Fields

• Name - Customer's full name or company name
• Email - Email address (for sending invoices)

Optional Fields

• Phone - Contact phone number
• Address - Street address
• City - City
• State/Province - State or province
• Postal Code - ZIP or postal code
• Country - Country
• Tax ID - Tax identification number
• Notes - Internal notes about the customer

Customer Details Page

Each customer has a dedicated page with:

Overview Tab

• Customer information
• Contact details
• Recent activity summary

Invoices Tab

• List of all invoices for this customer
• Filter by status
• Quick actions

Payments Tab

• Payment history
• Payment methods (if Stripe connected)
• Saved payment methods

Details Tab

• Edit customer information
• Update contact details
• Manage tax exemption status

Customer Management

Editing Customers

1. Navigate to Customers
2. Click on the customer
3. Go to Details tab
4. Click Edit
5. Make changes
6. Click Save

Deleting Customers

Warning: Deleting a customer will not delete their invoices, but the customer reference will be removed.

1. Open the customer
2. Click Delete
3. Confirm deletion

Searching Customers

Use the search bar to find customers by:

• Name
• Email
• Company name
• Phone number

Customer Tax Exemption

Set customers as tax-exempt:

1. Open the customer
2. Go to Details tab
3. Enable Tax Exempt
4. Add exemption reason (optional)
5. Save

Tax-exempt customers will not be charged tax on invoices.

Customer Payment Methods

If Stripe is connected, customers can:

• Save Payment Methods - Store cards for faster checkout
• Set Default Payment Method - Preferred payment method
• View Payment History - All payments from this customer

Best Practices

1. Complete Information - Fill in all available fields for better organization
2. Consistent Naming - Use consistent naming conventions
3. Regular Updates - Keep customer information current
4. Use Notes - Add notes for important customer details
5. Organize - Use tags or categories if available

Next Steps

• Customer Management - Advanced customer management features
• Creating Invoices - Create invoices for customers
• Payment Methods - Set up customer payment methods