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Your customers and their history
Add a customer, then see every quote, invoice and booking for them on one timeline, with what they have paid and what they owe.
Steps and transcriptThe Contacts module is your simple CRM, store client details and see their full history.
Adding a Contact
- Go to Contacts from the sidebar
- Click New Contact
- Fill in the details:
- First name and Last name
- Email and Phone
- Company name (optional)
- Address: street, city, state, postcode, country
- Tags: add custom tags to categorise contacts (e.g., "VIP", "Supplier", "Lead")
- Notes: any private notes about this contact
- Source: how you found this contact (e.g., "Referral", "Website", "Google")
- Click Save
Contact Detail Page
Click any contact to see:
- Full contact information
- Total invoiced: lifetime value of this client
- Invoice history: all invoices sent to this contact
- Payment history: payments received
Editing and Deleting
- Click Edit to update any contact details
- Click Delete to soft-delete (data is preserved but hidden from lists)
Tip: Contacts are shared across all modules, when you create an invoice or booking, you can search for existing contacts.
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