Adding and Managing Customers

Keep your customer information organized for faster invoicing.

Adding a New Customer

1. Go to Customers
2. Click Add Customer
3. Fill in the details:
   • Name (required)
   • Email (for sending invoices)
   • Phone
   • Billing address
   • Shipping address

Editing Customers

Click on any customer to view their details, then click Edit to make changes.

Customer Dashboard

Each customer page shows:

• Contact information
• Invoice history
• Payment history
• Outstanding balance

Importing Customers

You can import customers from a CSV file. Go to Customers → Import and follow the instructions.

Tips

• Keep email addresses updated for invoice delivery
• Add notes for special billing instructions
• Use tags to organize customers by type