Add a customer

Add a customer on a computerOn the web

1. Open Customers.
2. Click New customer.
3. Fill in Customer details. Add an email if you plan to send invoices by email.
4. Under Address & notes, add an address and any notes you want to keep.
5. Click Create customer.

Add a customer on a phoneOn your phone

1. Tap the round create button at the bottom, then Customer.
2. Fill in the details and tap Create customer.

Add one while you write an invoice

In the customer field on a new invoice or estimate, choose Add new customer. The customer is saved and picked for you.