Manage Customers

The Customers tab is your lightweight customer list inside Fina Business Tier.

It helps you keep the people and companies you bill in one place, with the important financial context visible beside each customer.

What a Customer Record Includes

A customer record can include:

1. Name: the customer or company name.
2. Email: used when sending invoices.
3. Phone: useful for customer follow-up.
4. Address: shown in customer details and available for invoices.
5. Status: active, draft, overdue, or inactive.
6. Notes: any internal context you want to remember.

Customer records also show invoice-related totals:

1. Invoices: how many invoices are connected to the customer.
2. Revenue: total paid or recorded revenue for the customer.
3. Outstanding: amount still unpaid.

This gives you a quick view of who has paid, who still owes, and which relationships matter most to your business.

Add a Customer

1. Open the Business module.
2. Go to the Customers tab.
3. Click Customer.
4. Enter the customer details.
5. Click Save.

You only need a customer name to get started, but email is important if you plan to send invoices directly.

Keep Customer Information Useful

Good customer data makes invoicing faster.

For each active customer, try to keep these fields current:

1. Email for invoice delivery.
2. Phone for follow-up.
3. Address for invoice records.
4. Notes for billing preferences, project context, or special terms.

You do not need to over-document every customer. Add the details that help you invoice and follow up confidently.

Customer Status

Customer status helps you keep your list clean:

1. Active: current customer you expect to bill again.
2. Draft: customer record is still being prepared.
3. Overdue: customer needs payment follow-up.
4. Inactive: past customer you want to keep for history.

Status is useful when your customer list grows and you want to separate current work from old records.

Search and View Options

The Customers tab supports quick search and table/card views.

Use search when you need to find a customer by name, email, phone, address, or notes. Use the table view when you want to scan revenue and outstanding balance across many customers. Use the card view when you want more customer detail at a glance.

Create an Invoice From a Customer

From a customer record, you can start a new invoice for that customer.

This is the fastest way to invoice because Fina already knows who the invoice is for. The customer name and customer relationship are connected from the beginning, which helps customer revenue and outstanding balances stay organized.

Practical Customer Workflow

A simple customer workflow looks like this:

1. Add the customer before or during your first invoice.
2. Keep email and billing details current.
3. Create invoices from the customer record when possible.
4. Watch the Revenue and Outstanding values over time.
5. Mark old customer relationships inactive when they are no longer current.

The Customers tab is not meant to replace a full CRM. It is designed to support the billing and cashflow workflow that business owners need most often.