Save each client once, then reuse them on every invoice, estimate, and subscription.
Customers
- Save each client once, then reuse them on every invoice and contract
- Store their name, contact details, and billing information
- Set each customer's language and their documents are emailed in it โ see Document language
- Search by name, company, or email โ the list filters as you type and always shows the true total, however many clients you have
๐ก A customer's portal link lets them view invoices, estimates, and subscriptions and pay online.