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 Customers section.

1. Adding a new contact while issuing a document

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

  • Creating a document: Open the document 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 Customers section. This means you won’t have to re-enter the data when invoicing the same customer again in the future.

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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 Customers section

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

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

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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, Shipping Address, Documents count) 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.

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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 2025-06-06 v 11.14.57.pngManaging contacts on InvoiceOnline.com is simple and intuitive. Whether you add a customer while issuing a document 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].