Invoiced makes it easy to add and update customers. While a customer can be added when creating an invoice, a customer can also be created simply by selecting:
Customers → New Customer
You will be prompted to add a name, account number (this will generate if left blank), and an email address. On the New customer set up, you can also add a payment method, billing address, specify allowed payment methods, and allow chasing on the customers profile. If you do not know this information, you can leave these items blank.
Once a customer is created, you can apply invoices, pending line items, and subscriptions to the customers account.
Customer records also allows you to store a payment method on the customer's account. Simply access the customer by finding the customer in Invoiced.
Under the Payment Method section, you can add a payment method to use for the customer.
You can create contacts on the customer profile to store additional customer contact information. To add a contact, select add in the contacts box in the customer profile. Contacts that are set as default will be cc'ed on all customer emails. You can assign roles to contacts to send them specific emails configured in your chasing cadence. Read more about contact roles here.
When utilizing Invoiced you might find youself in a situation where there is a duplicate customer account. Duplicate customers can happen due to a third-party integration, a customer signing up from a sign up form when they already exist on Invoiced, or due to a clerical error. The problem becomes magnified when there is stored payment information on file that should belong to an existing customer account. Invoiced allows you to merge two customer accounts in order to remedy duplicate customer accounts. Please be warned that merging customers is a powerful and permanent action. A merged customer cannot be reversed.
How to merge customers:
If you are no longer doing business with a specific customer then you may wish to remove it from your customer list. You can mark any customer as inactive in order to keep all of their accounting records while also preventing new invoices from being posted. Unlike deleting the customer, marking a customer as inactive is not permanent. An inactive customer can be reactivated at any time.
When a customer is inactive the following will apply:
It is possible to permanently delete a customer if you have made a mistake when creating a customer. A customer can only be permanently deleted if it has no invoices, credit notes, estimates, or active subscriptions associated with it.