Customers
Manage your customer database and relationships
Customers
Learn how to manage your customer database in SettleWise.
Video coming soon2:00
Customer Profiles
Each customer profile contains:
- Contact Information: Name, email, phone
- Payment History: All invoices and payments
- Credit Balance: Available credits
- Notes: Custom notes and information
Viewing Customers
Customer List
Navigate to Customers to see all customers:
- Search and filter
- View customer details
- Quick actions
- Export customer data
Customer Profile
Click any customer to view:
- Complete payment history
- All invoices
- Credit balance
- Contact information
Customer Features
Credit Management
- View available credits
- Apply credits to invoices
- Transfer credits between customers
- Issue refunds
Payment Tracking
- See all payments received
- View payment history
- Track outstanding balances
- Payment method preferences
QuickBooks Sync
- Automatic customer sync
- Bi-directional updates
- Customer matching
Creating Customers
Manual Creation
- Navigate to Customers
- Click New Customer
- Enter customer information
- Save customer
Automatic Creation
Customers are created automatically when:
- Creating invoices
- Processing payments
- Syncing from QuickBooks