Customers & vendors
Add, import and organize the people you work with, and give customers their own page.
- Add a customer or vendorSave someone’s details once and reuse them on invoices, quotes, appointments and documents. Customers are who you work for; vendors are who you buy from.
- Import customers, vendors, products and sales from a spreadsheetBring your existing lists into Intralyn from a CSV file. You match the columns and see a preview before anything is saved.
- How many customers and vendors can I add?The Free plan includes up to 10 active customers and vendors combined. Starter, Pro and Business have no limit.
- Give a customer their own pageA customer page is a private link where one customer sees their open invoices, quotes to accept, payments and receipts, their statement and upcoming appointments, always up to date.
- Sales tax and tax-exempt customersSet a tax rate on any invoice or quote, choose which lines are taxable, and mark customers with an exemption certificate so tax is removed and the certificate is printed.
Still stuck?
Email admin@intralyn.com and tell us what you were trying to do. We answer Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays.