#Managing Customers

Maintain a database of your customers (clients) with contact details and custom fields.

#Adding a Customer

1. Go to People → Customers
2. Click New Customer
3. Fill in the required fields:
   • Name: Customer or company name
   • Email: For sending invoices
   • Address: Street, city, state, ZIP, country
   • Phone, Mobile, Fax: Contact numbers
4. Optionally add custom fields (see Custom Fields)
5. Click Save

#Customer Types

Customers can be categorized:

• Regular: Standard clients
• Credit: Customers with credit terms
• Use the Notes field for internal memos about the customer

#Customer Portal

Customers can access a self-service portal to:

• View their invoices
• Download invoice PDFs
• Make online payments
• View payment history

Enable the customer portal by providing the customer with their login credentials (if authentication is enabled).

#Importing Customers

Customer data can be imported from:

• JSON: Structured data files
• Use the import tool under Settings → Options

#Managing Billers

Billers are the entities that appear as the "From" on invoices:

1. Go to People → Billers
2. Add one or more billers with their company details
3. Optionally upload a logo for each biller
4. Select the biller when creating invoices

S3 Storage: Biller logos can be stored on S3-compatible object storage (AWS S3, MinIO, Garage). Configure under Settings → System Preferences.