Add customers
Add a customer once and reuse their details on every document.
Updated
- Go to Contacts β Customers β New customer.
- Enter the company or person's name. If they're registered on Peppol, start typing their name or tax number and choose them from the directory β Flick fills in the details.
- Add an email for documents, billing address, tax registration number and payment terms.
- Choose Save.
You can also add a customer straight from the invoice editor by typing a new name.
Customer page
Each customer has a page with their open balance, documents, payments, notes and activity. Choose Statement to send a statement of account.
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