An Invoice Crowd customer record keeps a client's contact details, extra email contacts, currency, tax number and billing and shipping addresses in one form, and View Customer shows the invoices raised for them and the payments they have made. Search finds a record as you type.
What is inside
The customer section is where contact details, invoice history and attachments meet. It exists so that a question about one client can be answered from one screen instead of four.
Who they are and what they bought
Open a customer and every detail your documents use is in one form: company and contact names, email and extra contacts, address, currency, tax number and shipping address. The same form has a switch to pause automatic reminders for that customer, so everything about them lives in one place.
Contact details go stale: people change roles, companies move, an email starts bouncing. Update the record and the correction carries to whatever you send next, so you fix a detail once instead of on invoice after invoice.
Invoices and files, kept together
Open View Customer and the Invoices tab lists every invoice raised for them, showing what has been settled and what is still open, with their payments on the Payments tab. You can also filter the invoice list by customer. Before a conversation about money, that list answers how much they owe and how long it has been sitting there.
Files travel with the documents you send the customer rather than with a mail thread. A signed agreement or a specification attached to an invoice stays there, under View Attachments, for the client and for you, for as long as the document exists.
Find them, or take the list elsewhere
Type part of a name, a company or an email address and the list narrows to the matching customers. It is built for the moment a client calls and you want their record open before the conversation gets going.
A customer list is yours to move. Export it for a mailing tool, a spreadsheet or an accountant, set the Customer created webhook on the Integrations page, or connect through Zapier or Pabbly Connect using your Invoice Crowd sign-in. Your data is always yours to take.
Also included
A customer record is the hub of your billing. Invoicing, reporting and portal access all point back to it.
Customers sign in to view, approve, download and pay what you have sent them.
See which customers are on a schedule and what each cycle bills them.
Set late fees per invoice, so a long-standing client can have different terms from the ones a new client gets.
Someone who pays through a payment link is added as a customer record.
Bill an overseas client in their currency while your reporting stays in yours.
Estimates and proposals are raised against the same customer record, and accepted ones convert into invoices for it.
Assign a customer to one or more business profiles and filter the list by business, all from one login.
Notify your own systems the moment a customer is created or updated.
Put the reference number or account code a client insists on onto their invoices, or fill it in from their record.
See which customers are behind and by how long, across the whole list.
Download an Activity or Outstanding statement PDF for any customer, per currency, straight from the customer list.
Team members with the right role can work from the same customer records.
Questions
Your plan sets the number: the free Basic plan holds 5 customer profiles, and paid plans hold more, up to unlimited on Business.
Yes. The list can be exported for use outside Invoice Crowd, whether that is a mailing tool, a spreadsheet, or handing contact details to an accountant. Your customer data is always yours.
Yes, through Zapier or Pabbly Connect using your Invoice Crowd sign-in: pass new customers to other apps, or create them from other apps. You can also export the list, or set the outbound Customer created webhook to notify a URL you control.
Contact and billing details, extra email contacts with CC or BCC, the customer's currency, business profile, tax number, notes, a shipping address and a switch that stops automatic reminders to them. Open View Customer to see their invoices, payments and files in one panel.
Yes, through the customer portal. They sign in to view what has been sent, approve estimates, download documents and pay outstanding invoices, which cuts down the emails asking you to resend something they already have.
You and the team members you invite, with the access their role allows. Members can be limited to selected customers, and each customer sees only their own documents in the portal.
Yes. Open the customer, go to the Additional tab and switch on Don't send automatic reminders to this customer. Scheduled reminders for their invoices, estimates and proposals are then skipped, while you can still send one yourself with Send Reminder.
Yes. Choose Statement of Account on the customer in your Customers list, pick Activity for a period or Outstanding for unpaid invoices on a date, choose the currency and select Download PDF. Then attach the PDF to your own message.
Contact details, invoice history and attachments in one place, and a search that gets you there before the client has finished saying their name.
