The customer section keeps contact details, the invoices you have sent, what has been paid and what is still open, and the files exchanged along the way. Search finds a record as you type, and details can be corrected in place.
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 their contact details sit next to what they have bought from you. There is no second place to look for a billing address, the email an invoice went to, or the history behind a relationship. The record is the whole picture of that customer.
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 are not fixing the same wrong address on invoice after invoice. Nothing has to be re-entered to change one field.
Invoices and files, kept together
The record lists every invoice raised for that customer, showing what has been settled and what is still open. Before a conversation about money, that list answers how much they owe and how long it has been sitting there, without filtering the whole invoice ledger first.
Files exchanged with a customer stay on their record rather than in a mail thread. A signed agreement, a receipt, a specification sent with an estimate: whatever was attached over the life of the relationship can be opened from the same place months later.
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, rather than for a considered database query.
A customer list is yours to move. Export it for a mailing tool, a spreadsheet or an accountant, and use Zapier or Pabbly Connect to push new customers into the systems you already run. Nothing is locked in here just because it was entered here.
Also included
A customer is not a standalone address book entry. Billing, reporting and portal access all point back at the same record.
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.
Give a long-standing client different penalty terms from the ones a new client gets.
Someone who pays through a package link is added as a customer record.
Bill an overseas client in their currency while your reporting stays in yours.
Quotes sent to a customer sit alongside the invoices that came out of them.
Each business profile keeps its own customer list, all reachable from one login.
Send a new customer straight into the CRM or mailing list you already use.
Record the reference number or account code a particular client insists on.
See which customers are behind and by how long, across the whole list.
100 customers on SOLO, 500 on PRO, 1000 on TEAM and unlimited on BUSINESS.
Team members with the right role can work from the same customer records.
Questions
That depends on the plan. SOLO includes 100 customer profiles, PRO 500 and TEAM 1000, and BUSINESS is unlimited. The number is a limit on stored profiles rather than on how many invoices you send to them.
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 not held hostage by the fact it was entered here.
There is no direct CRM sync, but there are two routes. Export the list and import it wherever you need, or use Zapier or Pabbly Connect to send new customers into another system automatically. Zapier alone reaches over 5,000 apps.
Contact and billing details, every invoice raised for that customer with its current status, and the attachments exchanged with them over time. It is meant to answer questions about one client without you searching the whole invoice list.
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.
Customer information is encrypted and stored securely in your account. Who can see it is governed by the team members you invite and the role each one is given, so somebody working on one account does not need the whole client list.
Contact details, invoice history and attachments in one place, and a search that gets you there before the client has finished saying their name.
