For now, the customers you invoice won't show up in here. Rest assured, we're working on it.
For invoices customer directory information, go to Invoices customer directory
Scroll down on the home page and tap on “Customers”.
Select the customer's name
On the Left hand side of your screen, at the bottom, tap on “Customers”
On the App: you can add more customers by tapping the "+" icon at the top of the page. Click on the tick icon to save.
On the Web: select "Add customer". Click on "Save and continue" after you add the details. A drop-down menu will appear with either "Save and close" if finished, or "Save and add another" if you want to add another customer.
On the customer's detail page, click on the three-dot icon on the top-right hand.
A drop-down menu will appear. Select "Edit" or "Delete".
To finalise deleting a customer, a pop up message will appear warning all the customer data will be permanently deleted.
To confirm deletion select "Delete".
Log in via web browser.
From the customer's detail page, click the "Export all" tab in the top right-hand corner.
When the document is ready to download, a pop-up will appear with a link to download the document.
Contacting customers for marketing purposes without their consent is strictly prohibited. Such actions may lead to legal implications.