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Import customers from a CSV
Add a customer
Merge duplicate customers

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Customers

Add, import and organize the people and companies you bill.

3 articlesVideo tutorials · 1Updated Oct 7, 2026

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Import customers from a CSVBring your whole customer list over in one go.Watch · 0:201 min readUpdated Oct 7, 2026

Add a customer

Add a person or company so you can bill them.

1 min readUpdated Oct 4, 2026

Merge duplicate customersCombine two records of the same customer, with all their invoices.1 min readUpdated Sep 27, 2026

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0:20Import customers from a CSV

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01Import customers from a CSV
02Merge duplicate customers

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