Customers
Keep every customer, contact and ship-to address in one place.
Customers are the companies, schools, teams and people you sell to. Each customer keeps their contacts with their roles, their billing and ship-to addresses, payment terms and tax status, notes and files, and the whole history of requests, quotes, invoices and payments.
You'll find them under Customers → Customers in the menu. Open one to see everything about them on one page: Insights, Contacts, Addresses, Invoices, Billing, Notes and Files, with their Balance and Lifetime value at the top.
A customer's page with balance, contacts and addresses
Screenshot coming soon
Key ideas
- Residential or commercial. A commercial customer has a company name; a residential one is a person.
- Contacts. A customer can have many contacts, each with roles such as Billing or Receiving / site. One is the primary contact, whose phone and email show on lists, quotes and invoices.
- Addresses. The billing address is where invoices go. Ship-to addresses are where orders ship, and each keeps its own notes and history.
- Status. Lead, Active, Inactive or Archived. A lead becomes active with their first invoice.
- Balance and lifetime value are worked out from invoices and payments, never typed in.
Tasks
Add a customer
From the customer list, or while making a quote.
Manage contacts
People, their roles, phones and emails.
Addresses and ship-to locations
Where orders ship, with delivery notes.
Payment terms, tax and credit limits
Net terms, tax exemption and what they may owe.
Notes and files
Keep artwork, contracts and conversations with the customer.
Tags and lead sources
Group customers and see where they come from.
Custom fields
Extra details on customers, addresses, quotes and invoices.
Archive or delete a customer
Tidy your list without losing history.
Related sections
- Customer portal: a private page where customers see their quotes and invoices and pay online.
- Customer 360: health scores, predictions and a timeline for each customer.
- Imports: bring your customer list from another system or a spreadsheet.