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New Customers live under Customers in the sidebar. A customer is someone you bill: the person or company an invoice goes to.

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Adding a customer

  1. Click New customer on the Customers page.
  2. Enter a Name. Everything else is optional: Email, Phone, Type (Individual or Business), Status (Prospect, Active or Inactive), Customer since and Notes.
  3. Click Add customer.
The customer opens on its own page. If your business has two-way Stripe sync on, the new customer is created in Stripe as well; see Stripe.

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Next steps

Create an invoice

Bill this customer

How sync works

Customers that come from Stripe
Last modified on September 19, 2026