Add a customer or find someone in your customer list.
17
Every payer record should have enough contact detail for follow-up.
17
Customers with an email on file are ready for reminder automation.
10
These customers currently have draft, due, or overdue invoices attached.
How to use customers
Keep records simple. Name and email are the most important fields because they drive reminders, payment communication, and invoice ownership.
Bulk import
Start with the customer directory when you already have names and contacts elsewhere. Use a simple CSV with columns like name, company, email, phone, customerType, notes. Every customer needs an email for reminders.
New contact
Find customer
Customer record
Greenfield Events
Type not confirmedfinance@greenfield-demo.co.uk
Phone
+447700900010
Total invoiced
£960.00
Collected
£0.00
Outstanding
£960.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Riverbank Dental
Type not confirmedpayments@riverbank-demo.co.uk
Phone
+447700900009
Total invoiced
£410.00
Collected
£0.00
Outstanding
£410.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Oakwell Maintenance
Type not confirmedoffice@oakwell-demo.co.uk
Phone
+447700900008
Total invoiced
£6,100.00
Collected
£0.00
Outstanding
£6,100.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Elm Property Group
Type not confirmedfinance@elm-demo.co.uk
Phone
+447700900007
Total invoiced
£2,310.00
Collected
£0.00
Outstanding
£2,310.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Apex Logistics UK
Type not confirmedaccounts@apex-demo.co.uk
Phone
+447700900006
Total invoiced
£1,180.00
Collected
£0.00
Outstanding
£1,180.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Maple & Co Interiors
Type not confirmedfinance@maple-demo.co.uk
Phone
+447700900005
Total invoiced
£5,730.00
Collected
£0.00
Outstanding
£5,730.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Beacon Electrical
Type not confirmedpayables@beacon-demo.co.uk
Phone
+447700900004
Total invoiced
£850.00
Collected
£310.00
Outstanding
£540.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Greenfield Events
Type not confirmedfinance@greenfield-demo.co.uk
Phone
+447700900010
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Riverbank Dental
Type not confirmedpayments@riverbank-demo.co.uk
Phone
+447700900009
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
North Star Tuition
Type not confirmedaccounts@northstar-demo.co.uk
Phone
+447700900003
Total invoiced
£720.00
Collected
£0.00
Outstanding
£720.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Oakwell Maintenance
Type not confirmedoffice@oakwell-demo.co.uk
Phone
+447700900008
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Elm Property Group
Type not confirmedfinance@elm-demo.co.uk
Phone
+447700900007
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Sana Fitness Studio
Type not confirmedbilling@sanafitness-demo.co.uk
Phone
+447700900002
Total invoiced
£3,230.00
Collected
£2,750.00
Outstanding
£480.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Apex Logistics UK
Type not confirmedaccounts@apex-demo.co.uk
Phone
+447700900006
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Maple & Co Interiors
Type not confirmedfinance@maple-demo.co.uk
Phone
+447700900005
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Brightworks Renovations Ltd
Type not confirmedaccounts@brightworks-demo.co.uk
Phone
+447700900001
Total invoiced
£5,100.00
Collected
£1,200.00
Outstanding
£3,900.00
Resolve or reassign open invoices before deleting this customer.
Customer record
Beacon Electrical
Type not confirmedpayables@beacon-demo.co.uk
Phone
+447700900004
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00