BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Customers

Create and manage the customers you invoice. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Customers → New Customer.
  2. Enter contact, billing terms and tax status.
  3. Save; the customer is now available on quotes and invoices.
Try it now
Recording script (for video producers) 
TITLE: Customers  (target 2 min, Basic)
HOOK (0-5s): "Create and manage the customers you invoice."
ON SCREEN: open /revenue/customers
STEP 1 — say: "Customers → New Customer."  (show the matching click)
STEP 2 — say: "Enter contact, billing terms and tax status."  (show the matching click)
STEP 3 — say: "Save; the customer is now available on quotes and invoices."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."