How to Manage Customers

Keep customer details in one place and reuse them across every invoice and quote.

1. 1

   Add a customer

   Go to Customers > Add Customer and enter their name, email, billing address, and any notes.

2. 2

   Reuse across invoices and quotes

   Select the customer from a dropdown when creating a new invoice or quote instead of retyping their details.

3. 3

   View customer history

   Open any customer to see every invoice and quote you have billed them.

4. 4

   Generate a statement of account

   From a customer's page, generate a statement showing outstanding and paid invoices over a chosen date range.

5. 5

   Keep records up to date

   Edit contact or billing details at any time — changes apply automatically to future documents.