Manage customers and contact details

The steps.

1. 01

   Open Customers and add a customer with a name, contact details and billing address.

2. 02

   Add a VAT number or another supported customer reference when needed. Check the details before using them on a document.

3. 03

   Select the customer when preparing an invoice or estimate. For an existing list, use the customer CSV import in Settings → Tools.

Before you finish.

Check the CSV preview and import result. Updating a customer does not replace the need to review an existing document before sending.

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