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: