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Getting Started
Customers
Dashboard
Account Features
Add Customers
To send an invoice to a customer, you must first add them to your address book. You can do this in one of two ways, through the Customers List and through New Invoice. Read more about Customer Organization and Sending Invoices.
Adding a Customer from Customers List
On the left-hand menu, click on Customers. Here, you can see your full customers list, which displays each customer’s name, company, email, description, and the date their profile was created.
Click on Add Customer on the right above your customers list to add a new customer.
Click on Customers, then Add Customer
When adding a new customer to your address book, include the following information: first and last name, company name, email address, description (optional), billing address, and phone number, then click on Add Customer to add the customer to your customers list and return to the list.
We will support bulk imports and CRM integrations shortly.
Adding a Customer When Creating a New invoice
When creating an invoice, you must add a customer to receive your invoice by clicking in the text box below Customer. You will see a list of recent customers already in your address book that you may select. You may also click on View All Customers to access your full address book. Alternatively, if you are sending an invoice to a customer who has not been added to your company’s customer book, add them in by clicking on Add New Customer.
Similar to adding a customer from the Customers List (above), when adding a new customer to your address book, include the following information: first and last name, company name, email address, description (optional), billing address, and phone number, then click on Add Customer to add the customer to your customers list and set them as the recipient of the invoice you are creating.
Last modified 9mo ago