Customers

What it does

The Customers section stores all your customer information including contact details, billing addresses, tax settings, and outstanding balances. You can also invite customers to the self-service portal where they view invoices and make payments.

Key actions

• Create and edit customer profiles with multiple addresses
• View customer statements and transaction history
• Invite customers to the self-service portal
• Create invoices or record income directly from a customer
• Export customer lists and disable inactive customers

Getting started

Go to Contacts in the sidebar and filter by Customers. Click "New Contact" and select Customer as the type. Fill in their details and save.