Customer setup

Choose which kind of record your invoices and payments treat as a customer, or create one.

Every invoice and payment can name the customer it belongs to. This setting chooses which record type a "customer" is in your workspace.

Before you start: you need permission to change fields on both invoices and payments to edit this. To create a new kind of record you also need permission to create record types. Others see a note that only people who can change fields on invoices and payments can change it.

Steps

  1. Open Invoices & Payments › Customer setup.
  2. Read the status line. It says "Customers come from ", or shows Customers aren't set up yet when the type invoices look for does not exist.
  3. Choose how to set it:
    • Use existing records — pick from Customers come from, then click Save.
    • Create a new kind — enter a Name (for example "Customers"), then click Create and use. The new type is created with a Name field. You can add more fields later in Settings. (The switch between the two only appears if you can create record types.) Customer setup with Use existing records selected

What happens next

  • The Customer field on both invoices and payments now points at the chosen type, and customers can be picked on those records.
  • If a type is created, it is filed under this app.

Switching away from a type

If a customer type is already set and you pick another, a confirmation asks "Switch customers to ?". Invoices and payments that already name a record of the old type keep that link, but it no longer shows. Their customer must be picked again. Click Switch to continue.

Tips

  • Use an existing type if your workspace already has one, such as Customers or Clients. Types that are invoices, payments or line-item child types are not offered.
  • If invoices and payments in your workspace have no customer field at all, the page says so and there is nothing to set.

Troubleshooting

A yellow banner "Customers aren't set up yet" appears on every section Invoices look for a type that does not exist in your workspace, so no customer can be picked. Click Fix in settings and choose or create a type.

Save is disabled Nothing has changed, or no type is chosen.