Set up a list of customers you can invoice for goods or services.

You can create a customer in two ways - from the Customers area, or while drafting an invoice.

1. Select Customers from the navigation. 
2. Select Add customer. 
   
   TIP:

   To add a customer from within an invoice, select the Customer dropdown then Add new customer.

3. Enter the customer name and an optional email address and phone number. 
4. Select the checkbox for Is a CIS contractor? if relevant.
5. If you want to add an address, select Add address. To remove this, select Remove address. 
6. When you're done, select Save customer.

Once you've added a customer, you can use the Customer area to view a full list of your contacts. 

You can edit the customer using the Edit customer button, but changes you make will only apply to that particular invoice.

Add sales invoices