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CustomersAugust 7, 2026·4 min read

Manage Customers for Faster Billing

Reuse client names, emails, and addresses so every new invoice starts half-filled — less typing, fewer typos.

Why a customer list matters

Repeating the same Bill To details on every invoice wastes time and invites spelling mistakes. A saved customer profile keeps contact info consistent.

How to use Customers in the app

Open Customers from the app menu, add name, email, and address, then pick that client when you create the next document. Your invoices look more professional when details never drift.

Ready to create your invoice?

Use the free AI Invoice Assistant on the homepage — generate, review, then download or send.

Open invoice editor

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