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 configure the customer_created webhook to notify a receiver you control. 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.
Notify a configured receiver when a customer is created; this does not create a two-way CRM sync.
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.
Customer-profile allowances depend on the current plan; review the live pricing page for today's limits.
Team members with the right role can work from the same customer records.
Questions
Customer-profile limits depend on the current plan. The live pricing page is the source for the allowance that applies when you subscribe.
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. Export the list for a manual handoff, or configure the outbound customer_created event to notify a receiver URL you control. That webhook is one-way and does not create or update Invoice Crowd records.
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 access is scoped to the account, active business and the permissions assigned to invited team members. Review roles before granting another person access.
Contact details, invoice history and attachments in one place, and a search that gets you there before the client has finished saying their name.
