Customers

Customers are the people or businesses you invoice. Store their names, contact details, and addresses for quick selection when creating invoices and for delivery of invoices via email.

What Is Customer Management?

Customer management in the Invoice app lets you store and organize your customers. Each customer record includes contact information and address details. When you create an invoice, you select a customer and their details are used for billing and delivery.

How to Add a Customer

Go to Customers

From the Invoice app sidebar, click Customers to open the customers list.

Click Add Customer

Click the Add Customer or Create button to open the customer form.

Fill in the Fields

Enter the customer name and any optional contact details. See the Customer Form Fields table below for reference.

Customer Form Fields

Field	Description
Customer Name Required	The display name of the customer or business. Shown on invoices.
Email Optional	Email address. Used when sending invoices via email.
Phone Optional	Phone number for contact reference.
Address Optional	Billing or mailing address. Can be included on printed invoices.
Tax Number Optional	Customer tax ID or registration number. Shown on invoices when provided.
Notes Optional	Internal notes about the customer. Not shown on invoices.

Customer List Grid

Customer Name

The display name of the customer.

Customer email address.

Phone

Customer phone number.

Total Invoices

Number of invoices created for this customer.

Outstanding Amount

Total unpaid or partially paid amount across all invoices.

How to Import Customers

Use the Import option in the Customers section to bulk add customers from a CSV file. Download the template, fill in customer data (name, email, phone, address, etc.), and upload. Ensure the file matches the required format.

How to Edit or Delete Customers

To edit a customer, open them from the customers list and update the fields. Changes apply to new invoices; existing invoices retain the customer details at the time they were created.

To delete a customer, use the delete action from the customers list. Customers that have invoices cannot be deleted. You can mark them as Inactive to hide them from new invoice selection.

Customer Detail View

Opening a customer shows their full profile and a summary of activity. The detail view includes:

All contact and address information
List of invoices for this customer
Total sales and outstanding amount
Quick actions to create a new invoice

Tip: Always add an email address for customers when possible. Email is required to send invoices directly from the app. Without it, you will need to download the PDF and send it manually.