Save customers once and reuse them across invoices and estimates.

Manage customers

• Create a customer with name, email, phone, address, and tax number.
• Edit or delete customers as details change.
• Search and filter to find existing records before adding new ones.

Use in invoices & estimates

1. In Create Invoice/Estimates, choose a customer from the list to auto-fill receiver fields.
2. Update any field for this invoice only (the saved record stays unchanged).
3. Keep the customer email accurate so sending the PDF works without retyping.

Tips:

• Store tax numbers and addresses to keep PDFs compliant and avoid manual edits.
• If a client has multiple billing contacts, create separate customer entries per email.