Customers.
Create, edit, import, and manage customer records with contacts, addresses, VAT numbers, and document history.
Customers
For: business owners managing their customer list.
Where: Sales > Customers or navigate to /customers.
Customer list
The customer list shows all customers with columns for name, primary contact person, email, type (Business or Individual), and status (Active or Archived).
Use the search bar to filter by name, email, or contact person. Results update as you type.
Actions available from the list page:
- + Add customer: create a new customer
- Import: upload a CSV file to import customers in bulk
- Export: download the full customer list as a CSV file
Click a customer row to open their detail page.
Creating a customer
Click + Add customer to open the customer form. The form has two tabs: General and Address.
General tab
| Field | Required | Description |
|---|---|---|
| Customer name | Yes | Company or individual name as it appears on invoices |
| Contact person | No | Primary contact name shown in the customer list |
| No | Primary email for invoices and reminders | |
| Phone | No | Phone number |
| Customer type | Yes | Business or Individual. Affects available fields (VAT number only shown for Business) |
| VAT number | No | EU VAT identification number. Shown for Business type |
| Internal notes | No | Private notes not visible on invoices or to customers |
Address tab
Billing address fields: Street address, Address line 2 (suite, unit, floor), City, State/province, Postal code, Country.
Shipping address fields: same structure. Use when the delivery address differs from billing.
Click Save customer to create the record.
Editing a customer
From the customer detail page, click Edit. The form is the same as the create form with current values pre-filled.
Customer detail page
The detail page shows:
- Header: type badge (BUSINESS or INDIVIDUAL), status dot (Active), customer name, contact person. Edit button.
- KPI cards: Total billed, Outstanding, Overdue, Documents (with breakdown by type)
- Contact person section: email, phone, VAT number, billing address
- Details sidebar: Type, Created date, Last invoice date, Payments count
- Documents list: all invoices, quotes, proformas, and credit notes for this customer
Customer contacts
Each customer can have multiple contact persons. Contacts control who receives invoice emails and payment reminders.
To manage contacts, edit the customer. The contacts section allows:
- Add contact: name, email, phone
- Primary: one contact can be marked primary (receives invoices by default)
- Receives invoices: toggle whether this contact is included as a recipient when sending invoices
- Receives reminders: toggle whether this contact receives payment reminder emails
- Reorder: use up/down arrows to change contact order
- Delete: remove a contact
Deleting a customer
From the edit page, click Delete customer. Customers with issued invoices are soft-deleted (archived) rather than permanently removed, to preserve invoice history and legal retention requirements.
CSV import
Navigate to Sales > Customers > Import or go to /customers/import.
- Upload a CSV file
- Map CSV columns to InvoiceScript fields using the column mapping UI
- Preview the mapped data
- Click Import to create customer records
Invalid rows are reported with clear error messages. Fix the CSV and re-import if needed.
CSV export
Click Export on the customer list page to download all customers as a CSV file. The export includes all fields: name, email, type, address, VAT number, and status.
Permissions
- Owner and Admin: full access to all customer operations
- Employee: can create and edit customers
- Accountant: can view customers but cannot edit
What is not included
- Customer merge: combining two customer records into one is not available in v1.0
- Customer portal: customers do not have login access. They interact through signed URLs for quote acceptance and emailed PDFs
- Tags: customer tagging is architecturally supported but not exposed as a filter in v1.0
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