Managing Customers
All your customers live in the Customers section. Each customer has a dedicated page showing all their invoices, payments, and balance.
Adding a Customer
1
Open Customers
Click Customers in the sidebar.
2
Click + New Customer
Fill in name, email, phone, address, and TRN (tax number).
3
Save
Click Create Customer.
Customer Fields
- Name — Company or individual name
- Email — Used for document sharing
- Phone — For WhatsApp sharing
- Tax Number — TRN / VAT / GST number (appears on invoices)
- Currency — Default billing currency for this customer
- Address — Appears on invoices and delivery notes
- Notes — Internal notes, not shown to customer
You can add customers on the fly when creating an invoice — no need to pre-create them.