Add customers and billing contacts

1. Open Customers → Add customer.
2. Choose Business or Individual and enter a display name.
3. Add any useful business details and save.
4. Open the customer and add a billing contact with a name and email.
5. Select the intended primary billing contact before creating invoices.

Contact preferencesCopy Anchor Link

You can keep multiple contacts, add notes and manage communication preferences. Review recipient-readiness warnings. Invalid, archived or suppressed recipients cannot be used for sending where blocked. Restoring a contact does not automatically remove communication restrictions or make it primary.

Existing invoices keep their recipientCopy Anchor Link

An invoice saves a copy of its chosen billing recipient when created. Changing the customer's primary contact does not silently redirect existing invoice emails.

Use search and filters to find customers. Archive records you no longer use; restore them when needed. Collection agents see only assigned customers.

Import customers from CSV