Sales, Invoicing & Customers
Add your first customer
Build a customer record you can quote and invoice against.
4 min read01
Create the customer record
Save contact details, billing terms, and notes once. Every quote and invoice for this customer pulls from it automatically.
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02
View their history
A customer's page shows every quote, invoice, and payment tied to them — useful the moment they call asking 'what do I still owe?'
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