The Customers page stores reusable billing contacts.

Customer fields

Add customer

1. Open Customers.
2. Enter name.
3. Add email, phone, tax number, and address.
4. Click Add.

Edit customer

Use edit when customer billing details change.

Delete customer

Deleting a customer removes it from saved customer records. Existing invoices keep the customer snapshot already stored inside invoice data.

Use customer in invoice/estimate

When creating an invoice or estimate:

1. Select customer from the customer dropdown/search.
2. Receiver fields are filled automatically.
3. You can still adjust details for that specific document.

Validation

• Name is required.
• Email must be valid when provided.
• Phone must be valid when provided.

Best practices

• Save tax number for B2B/GST customers.
• Save email for invoice sending and reminders.
• Avoid duplicate customers by searching before adding.