Add a customer or vendor

Steps

1. 1

   In the menu, open Customers (or Vendors).

2. 2

   Choose New customer (or New vendor). You can also use New at the top of any page.

3. 3

   Enter Full name / business name. Add Company, Email and Phone if you have them.

4. 4

   Open Address, preferences & notes (optional) for more: addresses, contact people, hours, payment terms, tax exemption, links and your own custom fields. Vendors also have Tax & compliance for W-9, 1099 and insurance details.

5. 5

   Choose Save customer (or Save vendor).

What you can do from a customer

• Use Call, Email, Book or Invoice to get in touch or start work for them.
• Under Customer statement, download, print or send a statement of their open invoices, recent payments and balance due.
• Turn on their customer page, a private link where they can see their invoices, quotes and receipts.
• See their related invoices, quotes, tasks and appointments, and a history of every change under Activity.

Edit or archive

Open the customer and choose Edit customer to change details. Choose Archive to hide someone you no longer work with. Their history stays. To see archived people, choose Archived above the list, open the person and choose Restore.