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Add a customer

Add a customer once and NairaHQ remembers their details for every invoice you send them.

  1. In the sidebar, under Sales, open Customers.
  2. The Customers page, with the New customer button marked. Click New customer.
  3. The New customer form, with the Name field marked. Enter the customer's Name, the only field you must fill in. For a business, use its registered name.
  4. Add an Email address. Invoices you email go there, so check the spelling.
  5. Add a Billing address if you want it on your invoices. You can also keep a phone number, tax number and shipping address on the customer for your own reference; those do not print on invoices.
  6. The bottom of the New customer form, with the Save customer button marked. Click Save customer.

The customer now appears in your list. To see more, open the menu on their row and choose View: you will see the balance they owe you and their recent invoices.

Tip: add a customer before you invoice them. The invoice screen lets you choose an existing customer, but not create a new one.

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