Customer Management

Customer List View

The customer list provides:

• Search - Search by name, email, or company
• Filters - Filter by tags, status, or custom fields
• Sorting - Sort by name, total revenue, invoice count
• Bulk Actions - Select multiple customers for batch operations

Customer Analytics

View customer insights:

Customer Lifetime Value (CLV)

See the total value each customer has brought:

• Total revenue from customer
• Average invoice value
• Number of invoices
• Payment history

Customer Activity

Track customer engagement:

• Last invoice date
• Last payment date
• Invoice frequency
• Payment patterns

Customer Segmentation

Organize customers into groups:

By Revenue

• High-value customers
• Medium-value customers
• Low-value customers

By Activity

• Active customers
• Inactive customers
• New customers

By Payment Behavior

• On-time payers
• Late payers
• Partial payers

Customer Communication

Email History

View all emails sent to a customer:

1. Open the customer
2. Go to Emails tab (if available)
3. View email history
4. See engagement metrics

Payment Reminders

Send payment reminders to specific customers:

1. Filter invoices by customer
2. Select overdue invoices
3. Send bulk reminders

Customer Payment Methods

Manage customer payment preferences:

Saved Payment Methods

If Stripe is connected:

• View saved payment methods
• Set default payment method
• Remove payment methods
• View payment method details

Payment Preferences

Set customer preferences:

• Preferred payment method
• Payment terms
• Billing frequency

Customer Notes

Add and manage customer notes:

Internal Notes

• Only visible to your team
• Track important information
• Add reminders
• Document conversations

Customer Notes

• Visible on invoices
• Add terms or special instructions
• Include contract details

Import/Export Customers

Export Customers

1. Go to Customers page
2. Click Export
3. Choose format (CSV, Excel)
4. Download file

Import Customers

1. Go to Customers page
2. Click Import
3. Upload CSV or Excel file
4. Map columns
5. Import

Customer Tags

Organize customers with tags:

• Create Tags - Define custom tags
• Assign Tags - Tag customers
• Filter by Tags - Find customers by tags
• Bulk Tag - Tag multiple customers

Customer Reports

Generate customer-specific reports:

• Customer Revenue Report - Revenue by customer
• Customer Invoice Report - All invoices for a customer
• Customer Payment Report - Payment history
• Customer Lifetime Value - CLV analysis

Best Practices

1. Regular Updates - Keep customer information current
2. Segment Customers - Organize by value or behavior
3. Track Communication - Document all interactions
4. Monitor Activity - Identify inactive customers
5. Build Relationships - Use notes and personalization

Customer Retention

Identify At-Risk Customers

• Low activity
• Late payments
• Declining revenue
• No recent invoices

Retention Strategies

• Send personalized messages
• Offer discounts or incentives
• Follow up on overdue invoices
• Request feedback

Next Steps

• Adding Customers - Add new customers
• Creating Invoices - Create invoices for customers
• Analytics & Reports - View customer analytics