Customers
Keep payer details accurate enough for reminders, payment follow-up, and a clean collections history.
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, notes.
New contact
Keep the form short. Name and email matter most because they power reminders and collections history.
Find customer
Customer record
Greenfield Events
finance@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
payments@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
office@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
finance@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
accounts@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
finance@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
payables@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
finance@greenfield-demo.co.uk
Phone
+447700900010
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Riverbank Dental
payments@riverbank-demo.co.uk
Phone
+447700900009
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
North Star Tuition
accounts@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
office@oakwell-demo.co.uk
Phone
+447700900008
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Elm Property Group
finance@elm-demo.co.uk
Phone
+447700900007
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Sana Fitness Studio
billing@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
accounts@apex-demo.co.uk
Phone
+447700900006
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Maple & Co Interiors
finance@maple-demo.co.uk
Phone
+447700900005
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00
Customer record
Brightworks Renovations Ltd
accounts@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
payables@beacon-demo.co.uk
Phone
+447700900004
Total invoiced
£0.00
Collected
£0.00
Outstanding
£0.00