Customers

Sales › Customers.

Add a customer

Select + New customer and enter:

Name
Email address (optional): used when you email invoices
Phone number (optional)
Default payment terms: choose a number of days, or Use the brand default
Tax ID or VAT / tax registration number (optional)
Address

Using customers

Pick a customer when you create an invoice, quote or recurring template. Their default payment terms set the due date automatically, and you can change it on any one invoice.

Select a customer to edit their details. Suppliers work in the same way. See Suppliers.