Adding and managing customers

1. 1Go to Customers and click New customer (or type a new name right on an invoice).
2. 2Add the display name, email (needed to email invoices) and billing address. The address also decides the sales tax rate on their invoices.
3. 3Optionally pick default payment terms.

A customer's page shows their open balance, overdue amount and every invoice, payment, credit memo and receipt. From there you can create a new transaction for them or print a statement.

Customers with history can't be deleted — make them inactive instead so old reports still show them.