Directory
Every client you bill, in one list.
Business and individual records with contacts, addresses, and payment terms — then invoice from the record.
What Customers does
All Customers
Filter by business or individual. Search name, company, email, or phone.
Customer workspace
Overview, invoices, and details on one record — plus outstanding receivables.
Faster billing
New Invoice from a customer carries address and terms into the document.
How it works
01
New Customer
Add display name and contact details.
02
Open the record
See outstanding balance and related invoices.
03
Invoice them
Create a bill already linked to that customer.
