Docs » Managing customers
Managing customers
Save client details once, reuse forever. Contact info, payment history, and portal access all in one place.
Adding a customer
Sidebar → Customers → + New Customer. Required: Name, Email. Optional: Company, Phone, Address.
Email is required because it's how you'll send invoices and reminders. The validation prevents typos like "client@gmial.com."
Customer fields
| Field | Purpose |
|---|---|
| Name * | Person you're billing. Goes on the invoice. |
| Email * | Where invoices are sent. |
| Company | Optional company name (shown on PDF if set). |
| Phone | Optional, on PDF. |
| Address | Full billing address — multiline. |
Customer actions
- Edit — update any field
- Portal — copy a portal link for this client (see Client portal)
- Delete — removes the customer; existing invoices for them remain
Customer detail view
Click on a customer's name to see their full history: every invoice, every payment, total revenue, average days to pay.