Managing your invoicing customers

You can view and edit your invoicing customers on the Invoicing > Customers page. This guide walks you through adding new customers and editing existing ones.

Adding a new customer

• In the left-hand menu, open the Invoicing dropdown and select Customers
• Click Add customer
• Enter your customer's Name and Email; turn on Add customer address to add a mailing address
• Optionally enter the customer's BIN / IIN — it's printed on receipts and completion certificates (AVR)
• Click Add customer and you're all set
• You can also add a customer while creating an invoice — select + Add new customer in the Name field

Editing a customer

• Click the Edit customer icon next to the customer
• Update their details and save — changes apply to the customer everywhere and to all future invoices
• If the customer has open invoices, you'll be asked to confirm: their contact information updates on all open and future invoices, and you can choose to resend open invoices with the updated details
• Click Confirm changes

Viewing a customer

• Click a customer to see their email, address, total invoices and last payment
• Click the Request money icon next to a customer to start a new invoice for them