Customers

Manage your client directory. Each customer stores contact information and billing details used when creating invoices and quotes.

Customer Fields

Field	Description
Name	Company or individual name (required)
Email	Used for sending invoices
Phone	Contact phone number
Address	Street address (line 1 and line 2)
City / State / Postal Code	Billing address
Country	ISO country code
Tax ID	VAT or GST registration number
Notes	Internal notes about the customer

Customer Detail View

Clicking a customer shows:

• Their full contact information
• A summary of their invoice history (total invoiced, total paid, outstanding balance)
• A list of all associated invoices

Batch Operations

Select multiple customers for bulk deletion. Customers with existing invoices cannot be deleted — remove or reassign their invoices first.

CSV Export

Export your full customer list as a CSV file.