Customers

Customers is the team-scoped ledger for the people and organizations you bill. It connects contact information to invoices, projects, collections exposure, relationship activity, and follow-up work so your team can move from a portfolio signal to the correct customer record.

What Customers Helps You Do

• create and maintain billing contacts
• see recent, first-time, repeat, paid, and unpaid customer groups
• compare paid revenue with open and overdue exposure
• find customers by identifying details, tags, or country
• open the related invoices or projects from the ledger
• add a note, task, or invoice without rebuilding customer context
• review at-risk customers and accounts-receivable aging
• apply tags and country updates to several customers at once

Before You Start

• Sign in and select the team whose customer ledger you want to manage.
• Confirm that you have write access before creating, editing, or deleting records. Viewers can read team data but write requests are refused.
• Prepare at least a customer name and valid primary email.
• Decide whether the billing email should differ from the relationship contact.
• Review existing customers before creating another record; the form does not block duplicate names or email addresses.

Read the Portfolio Summary

The top of Customers groups relationship and collections signals.

Relationship signals

• Most active client — the customer with the strongest current activity signal
• Inactive clients — customers without recent activity under the current metric
• Top revenue client — the leading customer by paid invoice revenue
• New customers this month — customers created during the current period

Collections signals

• Outstanding — unpaid and overdue invoice amounts
• Overdue — the past-due portion of outstanding invoices
• At risk — customer risk derived from payment history
• DSO — an average days-to-pay signal from paid invoices

Expand Collections to review the at-risk customer list and accounts-receivable aging. Its expanded or collapsed state is remembered in the current browser.

Summary cards are operating shortcuts, not a substitute for the underlying invoice ledger. Open the customer or invoice records before acting on a large amount or risk classification.

Segment the Customer List

Use the tabs above the table to answer common portfolio questions:

The groups can overlap. A customer with one paid invoice and one overdue invoice appears in Repeat, Paid, and Unpaid.

The quick shortcuts provide Recent, Repeat customers, Unpaid invoices, and Paid customers views using the same grouping rules.

Search, Filter, and Sort

Search

Enter identifying text in Search customers or filter. Customer name is matched directly, while indexed customer details such as contact, email, phone, and address can also contribute to text search.

Press Escape while the search has focus to clear the search text.

Filter

Open the filter control to select:

• one or more tags
• one or more countries already present on customer records

Selecting multiple tags matches customers that have any selected tag, rather than requiring every selected tag.

Country matching can be inconsistent when older records use a country name without the corresponding country code. If a country filter returns no rows, clear it and use search until the record is corrected.

Sort

Select a sortable table heading to cycle through ascending, descending, and no explicit sort. Sortable fields include name, contact, email, customer age, invoice count, project count, revenue, outstanding balance, last activity, engagement, and tags.

The list loads additional customers as you scroll. Selecting all rows selects the currently loaded page rows, not necessarily every customer in a large team.

Understand the Table

The visible Status column currently displays Active for every customer. It is not a stored customer-lifecycle state.

Open and Act on a Customer

Select the customer's name to open the full record. Select a normal contact or address cell to open the compact details sheet.

The row action menu includes:

• View details
• Edit customer
• Chase overdue when the customer has an overdue amount
• Add Note
• Create Task
• Create Invoice with the customer preselected
• Copy Email
• Copy ID
• Delete

The row-menu Delete action is immediate and does not show the confirmation presented on the full record or edit sheet. Open the full record before deleting when you need a safer review step.

Bulk Actions

Select customer checkboxes to open the bulk toolbar.

Tags

Choose Tags, then select or clear a tag. A checked tag is added to all selected customers; clearing it removes the tag from the selected customers.

Country

Choose a country to replace the country and country code on every selected customer. Other fields are preserved.

Status

Do not use Status as a lifecycle control. Active, Inactive, and Archived are visible in the bulk menu, but the current operation stores no status change and reports zero updated records.

Use tags, tasks, notes, invoice state, and the customer filters to organize follow-up until customer status is implemented.

Delete

Bulk deletion asks for confirmation and permanently removes each selected customer that belongs to the active team. A selected ID from another team is ignored rather than deleted.

Empty and No-Result States

• No customers offers Create customer for the team's first record.
• No results means a search, tab, tag, country, or sort combination has removed every visible row. Choose Clear filters, then reapply one condition at a time.

Important Boundaries

• Customer records, searches, metrics, and writes are isolated to the active team.
• Duplicate customer names and emails are allowed; compare existing records before creation.
• The list's paid revenue and the full record's total invoiced value use different definitions.
• Engagement and risk are derived signals, not contractual customer statuses.
• Customer deletion is permanent; linked invoices are retained but lose their customer association.

Troubleshooting

A customer is missing

Confirm the active team, select All, clear the search and filters, and scroll to load more rows. Then check whether the record was deleted.

Paid and Unpaid both include the same customer

This is expected when the customer has at least one paid invoice and another unpaid or overdue invoice.

The status change said it succeeded but the row stayed Active

Customer status is not stored yet. The bulk control currently updates zero records. Use a tag such as inactive-review or archived-reference if your team needs a temporary operating convention.

A country filter returns no rows

Clear the country filter and search for the customer. Edit the record and reselect the country so both its display name and code are saved.

Revenue differs from the customer record

The list's Revenue includes paid invoices only. The full record's Total Spend or Total Revenue includes paid, unpaid, and overdue invoice amounts.

Related Pages

• Customer Records
• Customer Lifecycle
• Create and Manage Customers
• Review a Customer Finance Record
• Invoices
• Receivables