How to Add Customer?

You can add customers in 2 ways;

• From ‘Manage Customers’ Tab
• While creating invoice

From ‘Manage Customers’ Tab:

1. Navigate to Left Menu > More > Invoices
2. Click Manage Customers > Add Customer

      3. Provide required details & click ‘Create’.

While Creating Invoice:

1. Navigate to Left Menu > More> Invoices > Unbilled Time. The Unbilled Time tab shows the billable time logs that need to be Invoiced.
2. Select one or more Time Log Entries & click ‘Create Invoice’
3. Click ‘Add New Invoice’ from the drop-down

     4. Click ‘Add New Customers’ from ‘Choose a Customer’ option in the invoice .

     5. Provide required details & click ‘Create’

Note: – The customers are not the same as your “Client” users. Customers are just an entity for you to link your invoices. 

How to View Customers?

1. Navigate to Left Menu > More > Invoices
2. Click ‘Manage Customers’ to view the list of customers

How to Manage Customers?

1. Navigate to Left Menu > More> Invoices > Manage Customers
2. Click icon from the ‘Customer Detail Page’.
3. Select ‘Make Inactive’ from the drop-down & click ‘Update’ . After unmark, the client will be removed from customer drop-down in invoice
4. You can unmark this to make the client active.