The quickest way to add all your customer information is by uploading a CSV file with their details.
Click the + button in the side menu
Navigate to “Contact”
2. Select “Add a customer”
3. Select “upload a list of customers”
4. Upload your CSV and follow the instructions to match the fields:
Select the column for company name
Select the column for contact name
Select the column for contact email address
Select the column for contact phone number
5. Review and confirm
You can also upload your CSV when creating a link for a specific payment request.
When manually filling the details or uploading an invoice PDF, open the customer selection drop-down and select an existing customer, add a new one or batch upload all your customers at once: