Setting Up Customers

Navigate via Revenue & Invoicing → Customers.

#Customers List

The Customers table shows: Customer, Billing email, Description, Domain, Created at, Country, City, Address, Status.

Status is either Active or Disabled (the underlying values are ACTIVE / ARCHIVED).

#Creating a Customer

1. Click + Create customer — a side drawer opens
2. Fill in the form:
   • Name (required)
   • Billing email
   • Domain (optional)
   • Description (optional)
   • Billing address: country, state, city, street, zipcode
   • Shipping address (optional)
   • VAT
   • Business reg. number
   • EAS code, E-invoice address, E-invoice network (used when sending e-invoices)
   • Customer type: Business, Consumer, or Government
   • Custom properties (if your organisation has any configured for customers)
3. Click Create

The same drawer is used for editing — click any customer row in the list to open it.

#Customer Status

Each customer has an Active toggle in the edit dialog:

• On → status is Active, the customer appears in pickers and lists
• Off → status is Disabled (ARCHIVED); the customer is hidden from default lists but historical records remain accessible

#Customer Detail Tabs

Open a customer to see the following tabs:

• Overview — summary including the customer aging widget (current / 1–30 / 31–60 / 61–90 / 91+ days)
• Payment history — payments received from this customer
• Contracts — contracts associated with the customer
• Accounting documents — invoices, credit notes, and other accounting documents

#Customers Synced from External Systems

If a customer was synced from an external system (e.g., Salesforce, Hubspot), an External source indicator appears in the customer detail view, showing the source system. Some fields may be controlled by the source.

#Custom Properties

Custom properties for customers are configured at Settings (gear icon) → Custom properties. Once configured, they appear directly inside the customer create/edit form (no separate section).

#Related Articles

• AR overview
• Invoice generation
• Sending invoices
• Tracking payments