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One record per customer, and every invoice one filter away

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 the invoice list filters to that customer to show what has been sent, paid and still open. Search finds a record as you type.

Try Invoice Crowd See pricing
  • Every detail in one form
  • Search as you type
  • Export the list any time
The Customers screen in Invoice Crowd with total customers, active portal users, outstanding credit and new customers this month, the customer list with credit balances, and one customer record

What is inside

Everything about one client, on one screen

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.

The record itself

Who they are and what they bought

Invoice Crowd customers list with the customer form open on the Basic tab: company name, contact person, email, additional mails with CC and BCC, and address

A single profile for each customer

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 stop automatic reminders for that customer. There is no second place to look for a billing address or the email an invoice went to.

  • Contact, billing and shipping details in one form
  • The billing address used on every document
  • Entered once, reused on everything you raise
Invoice Crowd customer form on the Additional tab with phone, customer currency, business profile and website, and the saved change used on the next invoice

Details corrected in 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 are not fixing the same wrong address on invoice after invoice. Nothing has to be re-entered to change one field.

  • Edit any field on the record
  • Corrections carry to the next document
  • No duplicate record needed to fix a detail

What they have been sent

Invoices and files, kept together

Invoice Crowd invoices list filtered to one customer, showing every invoice raised for Harbor and Vine with sent and paid statuses and the outstanding amount

Every invoice, paid and outstanding

Filter the invoice list by customer and every invoice raised for them appears, 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.

  • Sent, paid and pending in one list
  • The outstanding balance for that customer
  • Open any invoice straight from the list
Raising the invoice
Invoice Crowd invoices list for one customer with the attachments added to an invoice, a signed agreement and a specification, that the customer opens with View Attachments

Attachments kept with the documents

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.

  • Attachments held on each document
  • Opened from the document, not the inbox
  • Available for as long as the record exists

Getting to the right person

Find them, or take the list elsewhere

The Invoice Crowd customers list narrowed by a search as you type, matching one customer by name

Search that narrows as you type

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.

  • Match on name, company or email
  • Results narrow with each character
  • Searches the whole customer list
Invoice Crowd customers list with Export to CSV and an outbound webhook that notifies a URL you control when a customer is created or updated

Export the list or pipe it out

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. Nothing is locked in here just because it was entered here.

  • Export the customer list in full
  • Outbound webhooks send selected events to a receiver URL you control
  • The receiver decides what happens next
Outbound webhooks

Also included

What else reads from the customer record

A customer is not a standalone address book entry. Billing, reporting and portal access all point back at the same record.

  • Their own portal login

    Customers sign in to view, approve, download and pay what you have sent them.

  • Recurring agreements

    See which customers are on a schedule and what each cycle bills them.

  • Per-client late fees

    Set late fees per invoice, so a long-standing client can have different terms from the ones a new client gets.

  • Buyers become customers

    Someone who pays through a payment link is added as a customer record.

  • Currency per customer

    Bill an overseas client in their currency while your reporting stays in yours.

  • Estimates and proposals

    Quotes sent to a customer sit alongside the invoices that came out of them.

  • Separate businesses

    Each business profile keeps its own customer list, all reachable from one login.

  • Outbound webhooks

    Notify a configured receiver when a customer is created; this does not create a two-way CRM sync.

  • Custom fields

    Record the reference number or account code a particular client insists on.

  • Aged debt report

    See which customers are behind and by how long, across the whole list.

  • Profile limits by plan

    Customer-profile allowances depend on the current plan; review the live pricing page for today's limits.

  • Team access

    Team members with the right role can work from the same customer records.

Questions

Customer records, answered

How many customers can I add?

It depends on your plan: the free Basic plan holds 5 customer profiles, and paid plans hold more, up to unlimited on Business. The live pricing page is the source for the allowance that applies when you subscribe.

Can I export my customer list?

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.

Can I connect customer records to my CRM?

There is no direct CRM sync. Connect through Zapier or Pabbly Connect using your Invoice Crowd sign-in to pass new customers to other apps or create them from other apps, export the list for a manual handoff, or set the outbound Customer created webhook to notify a receiver URL you control. That webhook is one-way and does not create or update Invoice Crowd records.

What is kept on a customer record?

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. To see every invoice raised for that customer, filter the invoice list by customer rather than searching the whole list.

Can customers see their own invoice history?

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.

How is customer data stored?

Customer access is scoped to the account, active business and the permissions assigned to invited team members. Review roles before granting another person access.

Can I stop automatic reminders for one customer?

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. The setting is yours; customers don't get an opt-out link.

Put every customer on a record worth opening

Contact details, invoice history and attachments in one place, and a search that gets you there before the client has finished saying their name.

  • Review current plan terms before signup
  • No card details asked for
  • Export your list whenever you want
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