Before you can create quotes, invoices or record payments, you must first add your customers. If you have joined us from an existing accountancy package, you can also import existing customers. You can then view a customer list, view customer transactions, send statements, set up discounts and more!

Once you've added and set up your customers, you're then ready to send quotes, invoices and receive payments.

You can also archive or delete customers you no longer work with.