Customers

Customers

Add the people and companies you bill, give them access to their own portal and see everything you've billed them.

Your customer list

Monitor your customer base and key performance metrics.

Open Billing → Customers. Switch the cards between This Month and YTD: Total Customers, Total Revenue, Avg Order Value and Growth Rate.

ColumnWhat it shows
NameClick it to open the customer's details.
Contact NumberPhone or mobile.
Email
Open BalanceWhat the customer still owes.
SinceWhen they became a customer.
ActionEdit Detail.

Use Search Customers to find someone, Import to add customers in bulk, and the PDF or Excel icons to export the list.

Add a customer

Billing → Customers → Add New Customer.

  1. 1

    Company or individual

    Turn on Is this a company? for a business — then Company Name is required. For a person, First Name is required.
  2. 2

    Name and contact

    First Name, Last Name, Email, Phone Number and Mobile Number. In India you can also enter and verify a GST Number.
  3. 3

    Addresses

    Address Type, Street Address, Country, State, City and Zip / Postal Code. Tick “Shipping same as billing” to copy the billing address.
  4. 4

    Contact persons (optional)

    See Billing admins
  5. 5

    Payments (optional)

    Preferred Payment Method and Payment Terms.
  6. 6

    Additional info (optional)

    Customer type, Tax ID, Preferred delivery method, Customer Classification, notes, attachments and custom fields.
  7. 7

    Click Save

    Or Save & New to add another customer.

Give a customer portal access

Let customers manage their own plan and pay their invoices.

In the customer form, tick Allow Access to Customer Portal. The customer needs an email address for this ("Email is required to enable customer portal access."). See Customer Portal for what they can do there.

Billing admins

This contact person will receive payment reminders.

Under Contact persons, click Add Contact Person and enter their First Name, Last Name and Email. Set the Role to Billing Admin so they receive payment reminders.

RuleMessage
Up to 2 billing admins per customer.Only 2 contact persons can be set as Billing Admin.
A contact person needs their own email.A contact person cannot use the same email as the primary contact.

Reminder emails are set up in Invoice reminders.

A customer's details

Everything you've billed one customer.

Click the customer's name in the list. You see their contact details and addresses, and cards for Total Orders, Open Invoices, Total Revenue, Avg Order Value and Customer Since.

Transactions

Every transaction with Date, No, Due Date, Balance, Total and Status. Filter by Type and Status, or export to PDF or Excel.

New Transaction

Start a transaction for this customer straight from their page: Create Invoice, Received Payment, Credit Memo, Sales Receipt, Refund Receipt or Estimate.

Next

Create a subscription

Put the customer on a plan.

Or

Create an invoice

Bill the customer once.