Customers

Manage your complete customer database. Every invoice, quote, and project links back to a customer record.

Overview

The customers page lists all your clients with key information at a glance. Use search and filters to find customers quickly.

Creating a customer

1. Go to Customers > New Customer
2. Fill in the customer details:
   • Name — Company or individual name (required)
   • Email — Contact email for sending invoices
   • Phone — Contact phone number
   • Address — Street, postal code, city, country
   • VAT number — Customer's VAT registration (for B2B)
   • Customer number — Auto-generated or custom
3. Click Save

TIP

You can also create customers inline when creating an invoice or quote — no need to navigate away.

Customer detail page

The customer detail page shows:

• Contact information — All stored details
• Invoice history — Every invoice sent to this customer
• Expense history — Expenses linked to this customer
• Projects — Active and completed projects
• Statistics — Total revenue, outstanding balance, average payment time

Actions

• Edit — Update customer information
• Create invoice — Start a new invoice pre-filled with this customer
• Create quote — Start a new quote for this customer
• Archive — Move to archive (can be restored later)
• Delete — Permanently remove the customer

Bulk actions

Select multiple customers for:

• Archive — Bulk archive inactive customers
• Restore — Bring back archived customers
• Delete — Remove multiple customers

Quick view

On desktop, click a customer in the list to open the quick view slide panel. This shows key details and actions without leaving the list:

• Customer info summary
• Recent invoices
• Edit button to open the full edit page

Import customers

Import your existing customer database from CSV:

1. Go to Profile > Import
2. Select Customers as the data type
3. Upload your CSV file
4. Map your CSV columns to MyCompanyDesk fields (name, email, address, etc.)
5. Review the preview
6. Confirm to import

Export customers

Export your customer list as CSV from the customers page (Pro plan and above).

Tips

• Keep customer emails up to date — they're used for invoice delivery
• Use the search bar for instant fuzzy matching across all customer fields
• Pin your most important customers as favorites for quick access
• Assign VAT numbers to enable reverse charge on B2B invoices