Add your first customer

A customer is anyone you bill — a person or a company. You enter their details once, then pick them on every invoice, estimate, and receipt, so you're never retyping the same information.

Add one

1. Open Customers and choose New customer.
2. Enter the contact name — the only required field.
3. Add their email. This is the important one: it's how you'll send documents straight to them.
4. Fill in anything else that's useful — company name, phone, billing address, and (for businesses) a tax ID for invoice headers.
5. Save.

That's it — they're now available to pick whenever you create a document.

A couple of handy extras

• Mark a customer as Business or Individual — businesses get a tax-ID field.
• Under Defaults, set their usual payment terms to pre-fill new invoices and estimates automatically.

Moving from another tool? Don't add them one by one — import your whole list from a spreadsheet under Customers → Import. (See Import from a spreadsheet.)