Managing Customers

Overview

The Customers section of the Invoicing module lets you maintain a list of contacts that you can assign to invoices. You can add new customers, update their details, filter by status, and remove customers you no longer work with. Every invoice requires a customer, so setting up your customer list is an important first step.

Before You Begin

Adding a New Customer

1. From the main navigation, go to Invoicing and click the Customers tab.

   What you will see

   The Customers page with the header "Customers" and the description "List of all of your contacts." If you have no customers yet, an empty state message reads "No customers yet" with a subtitle "Add your first customer to start sending invoices."

2. Click the + NEW CUSTOMER button (or the Add Your First Customer button if this is your first customer).

   What you will see

   A form opens with fields for entering customer details.

3. Fill in the customer details.

   What to do:

   • First name (required): Enter the customer's first name (e.g., "Alexander").
   • Last name (required): Enter the customer's last name (e.g., "Parkinson").
   • Email (required): Enter the customer's email address (e.g., "alex@email.com").
   • Street address (optional): Enter the customer's street address.
   • State (optional): Enter the customer's state or region.
   • Country (optional): Enter the customer's country.
   • Zip code (optional): Enter the customer's postal code.

4. Click the Add Customer button.

   What you will see

   A toast message confirms: "Perfect! Client has been added successfully." The form closes and the new customer appears in your customer list.

Editing a Customer

1. From the Customers tab, locate the customer you want to edit and click on their entry.

   What you will see

   The customer form opens pre-filled with the customer's current details.

2. Update the fields you want to change.

   What to do: Modify any of the fields as needed: first name, last name, email, street address, state, country, or zip code.

3. Click the Save Changes button.

   What you will see

   A toast message confirms: "Great! Client details have been updated." The form closes and the customer list reflects the changes.

Filtering Customers

1. On the Customers tab, locate the filter control near the top of the customer list.

   What you will see

   A filter with options: Show all, Active, and Inactive.

2. Select the filter that matches what you want to see.

   What to do: Click Active to see only active customers, Inactive to see only inactive customers, or Show all to see everyone.

   What you will see

   The customer list updates to display only the customers matching the selected filter.

Deleting a Customer

1. From the Customers tab, locate the customer you want to remove and open their details.

2. Click the delete option for the customer.

   What you will see

   A confirmation prompt appears to verify you want to remove the customer.

3. Confirm the deletion.

   What you will see

   A toast message confirms: "Client has been removed successfully." The customer is removed from the list.

What Happens Next

• Customers you add become available in the Client dropdown when creating new invoices.
• Customer details are used to populate the client section of each invoice.
• Deleting a customer does not affect invoices that have already been created for that customer. Existing invoices retain the customer information.