InvoiceOnline.com offers a convenient feature for saving and managing contacts. In this guide, we’ll show you how to easily add a new customer to your contact list either directly while issuing an invoice or separately in the Contacts section.

1. Adding a new contact while issuing an invoice

The easiest way to add a new customer to your contact list is directly while issuing an invoice. How does it work?

  • Creating an invoice: Open the invoice creation tool. When entering customer details, fill in the name, address, email, Tax ID, and other relevant information.

  • Saving the contact: Once the invoice is issued, the customer’s details will automatically be saved in the Contacts section. This means you won’t have to re-enter the data when invoicing the same customer again in the future.

Snímek obrazovky 2025-05-10 v 12.21.07.png

2. Adding a contact without issuing an invoice

If you need to add a new customer but don’t want to issue an invoice for them yet, no problem. Just follow these steps:

  • Go to Contact Management: Click on the Contacts section in the main menu.

  • Add a New Contact: In the contact list, you’ll find the New Contact button. After clicking it, a form will open where you can enter customer information (name, email, phone, Tax ID, and address).

  • Save the Contact: Fill in all required details and click Save. The new contact will be immediately saved and available in your list.

Contact Management 📝

Once your customers are saved, you can easily manage them. InvoiceOnline.com allows for efficient contact management with several useful features:

  • Sort Contacts: Use the arrows next to column titles (Contact, Tax ID, Email, Phone, Number of Invoices) to sort contacts ascending or descending by various criteria.

  • Search Contacts: If you need to find a specific customer, use the search bar at the top of the contact list. Just enter a name or other detail.

  • Edit Contacts: Each contact has icons on the right allowing you to issue a new invoice or expense, edit the contact’s information, or delete the contact.

Snímek obrazovky 2025-05-10 v 12.22.07.png

<span class="translation_missing" title="translation missing: en-US.ctas.tip_box.main_image_alt">Main Image Alt</span>

Overview

If you want an overview of invoices issued to a particular customer, simply click on their name in the contact list. A detailed overview of all invoices for that customer will open.

Snímek obrazovky 2025-05-10 v 12.25.33.png

Managing contacts on InvoiceOnline.com is simple and intuitive. Whether you add a customer while issuing an invoice or separately, you’ll always have a clear overview of all key information.

📩 If you have any questions or need assistance, don’t hesitate to contact us at [email protected].