The customer record is what everything else reads from. Getting the address, the terms and the contacts right once saves an argument later.
Your customer list. Not a contacts book, this is the record everything else reads from.
Terms is the column that matters. Set it once here and every invoice you raise for them gets the right due date on its own.
Adding one is a single form.
Name, address, and postcode. The address flows onto every quote, invoice and delivery note without you retyping it.
Their VAT number, phone and email go in the same place, so nobody has to go hunting for it later.
And payment terms in days. Thirty for most, sixty if they have pushed you into it.
Save it, and the customer page becomes the whole history. Every quote, job and invoice you have ever done for them.
You can hold more than one contact against them, so the person who orders and the person who pays are both on file.
Fill the terms in properly the first time. Almost every late payment argument starts with two people believing different due dates.
Almost every late payment argument starts with two people believing different due dates. Recording the agreed terms on the customer means the invoice and the reminder both use the same one.
Yes. The person who orders the work and the person who pays the invoice are often not the same person, and both need to be on file.
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