Adding customers to your Contact list

1. Add a customer during invoice creation

Keeping your customer information organised is easy with the built-in contact management features. Here’s how to add a new contact, whether you’re creating an invoice or not.

• Create a new invoice: Open the invoice editor and begin entering the recipient's information such as their name, address, email, CRN and other essential details.

• Automatic contact saving: As soon as the invoice is issued, all the provided customer data will be saved to your Contacts. Next time, you’ll simply select them from your list without any need to re-enter their details.

2. Add a customer manually, without issuing an invoice

Need to create a new contact without sending an invoice right away? Here’s how to do it manually:

• Navigate to the Contacts Section: Find the Contacts tab in the top navigation.

• Create a new contact: Click the New Contact button. A form will appear where you can input the customer’s name, email, phone number, CRN, and full address.

• Confirm and Save: Once all fields are completed, click the Save button to store the contact for future use.

Contact Management Features 📝

Once your contacts are saved, you’ll have access to a range of tools for staying organised using MyInvoiceonline.co.uk:

• Sorting Options: Use the small arrows beside column headers (e.g., Name, Email, Tax ID) to arrange your list according to your preferred criteria.

• Search Bar: Type in a name, email, or other keyword to locate a specific customer quickly.

• Quick Actions: Each contact includes icons for creating new invoices or expenses, editing details, or deleting the entry.

Managing contacts on MyInvoiceOnline.co.uk is simple and intuitive. Whether you're saving a contact while invoicing, or entering it manually, your contact list will remain clear, accessible, and up-to-date.

📩 Need help? Reach out to our support team anytime at [email protected].