How do I create a customer?

Customers are the source of your income. Each customer who you sell to must be registered as a customer card. Customer cards hold the information that is required to sell products to the customer.

Create a customer

  1. Go to the Customers list

    A screeenshot of the invoice app showing the customer list icon circled on the bottom navigation area of the home page

    Tap Customers

  2. Tap New

    Screenshot of the Invoicing app add new customer screen
  3. Enter the customer information

    Enter basic customer information, such as email, address, and tax information.

  4. Choose Done to save the customer

  5. Your new customer shows up in your Customer list

Top questions, answered by our team

How can I mark an invoice as paid?

To mark an invoice as paid, do the following:

  • Go to the Invoices list.

  • Tap Next.

  • Choose Mark as Paid.

  • Enter the amount you've received.

  • Save the invoice.

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