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Finance

Customers

Beginner4 min read

Manage your client database -- every customer you create here is available across Estimates, Invoices, and Projects.

Key concepts

  • Customer: A person or company you do business with. Each customer can hold contact details, tags, and classification info.
  • Customer Type: Either Individual (a single person) or Company (an organization).
  • Contact: A named person within a customer record. You can store multiple contacts per customer and mark one as the Primary contact.
  • Industry / Segment: Optional classification fields that help you filter and report on your customer base (e.g., Technology + Enterprise, Healthcare + SMB).
  • Tags: Free-form labels (comma-separated) you attach to a customer for quick filtering.
  • Outstanding: The total unpaid invoice balance for that customer, calculated automatically from linked invoices.
How to

Step-by-step

Creating a Customer

  1. Navigate to Finance > Customers.

  2. Click the New Customer button in the top-right corner.

  3. The customer form is organized into three tabs. Fill in the fields across them:

    • General tab:
      • Type -- choose Company or Individual
      • Name (required)
      • Email
      • Phone
    • Billing tab:
      • Billing Address -- a structured address: Street, City, State, Postal Code, and Country
      • Tax Information (see the section below)
    • Details tab:
      • Industry -- pick from the dropdown (Technology, Retail, Healthcare, Finance, Manufacturing, Education, Other)
      • Segment -- pick from the dropdown (Enterprise, Mid-Market, SMB, Startup, Consumer)
      • Tags -- enter comma-separated labels

  4. Click Save.

Adding Contacts to a Customer

  1. Open an existing customer by clicking its row in the list.

  2. In the customer detail panel, look for the Contacts section.

  3. Click Add Contact.

  4. Enter the contact's Name (required), Email (required), Phone, and Position.

  5. Toggle Primary if this should be the main contact for the customer.

  6. Click Save.

Editing or Deleting a Customer

  1. In the customer list, click the row of the customer you want to edit.

  2. Update any field in the edit form, then click Save.

  3. The row's More actions menu offers Edit and Delete. Deleting removes the customer; historical invoices and estimates remain intact.

Searching and Filtering Customers

  1. Use the search bar at the top of the list to find customers by name, email, or company.

  2. The Stats Strip at the top shows four cards: Total Customers, Active, Total Revenue, and Total Outstanding. (There is no Inactive card -- Inactive is available only as a filter pill below the strip.)

  3. The table columns include Name, Email, Phone, Industry, and Outstanding balance.

Tips & best practices

  • Create your customers before creating estimates or invoices -- the "Bill To" field on those documents pulls from this list.
  • Use Industry and Segment consistently to get useful breakdowns later.
  • Mark one contact per customer as Primary so your team knows who to reach out to first.
  • A customer's Outstanding amount updates automatically whenever you create, pay, or cancel an invoice linked to them.
  • Set the Country before filling in tax fields -- it determines the VAT/Tax ID label and whether the field appears at all.

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