Customers

Keep all your customer information in one place. Add contact details, view invoice history, and quickly select customers when creating new invoices.

Adding a customer

1. 1

   Navigate to Customers

   Click Customers in the sidebar, then New Customer.

2. 2

   Fill in details

   Enter name (required), email, phone, address, and any notes. For e-Invoice compliance, include TIN/tax ID for B2B customers.

3. 3

   Save

   Click Save. The customer is now available when creating invoices.

Customer details

Click any customer to view their profile and purchase history. See all invoices linked to that customer, total amount billed, and outstanding balances.

Quick add from invoices

You don't always need to visit the Customers page first. When creating an invoice, use the inline "Add Customer" option to create a new customer on the spot.