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) |
| 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 |
| E-invoice format | Per-customer e-invoice format override (visible when the E-Rechnung module is enabled) |
| Tax number (Steuernummer) | German customer's tax number, used as buyer tax number in e-invoices |
| Leitweg-ID | Official ID for public-sector (B2G) customers; forces XRechnung |
| Receiver ID / scheme | E-invoice receiver identifier (XRechnung/PEPPOL), e.g. DE:VAT, 0204 |
| Notes | Internal notes about the customer |
E-invoice fields only appear in the form when the E-Rechnung module is enabled in Settings. See E-Invoicing (E-Rechnung).
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.