Sales & customers

Add and manage customers

Keep each customer's contact details and sales history in one place.

2 min read 3 steps 1 screenshot

When you're done

Have a customer saved and ready for quotes and invoices.

Customers

The orange numbers match the steps below.
  1. Click Add Customer

    Enter a name, email and phone. Pick Individual or Business.

  2. See their total sales

    Each card shows what they've paid you.

  3. Start an invoice or message

    Right from the card.

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