Add a Customer
Create customer records in NomadBill to reuse across invoices and quotes.
Add a customer
Add a customer from the Customers page so you can select that record again when creating invoices and quotes. NomadBill keeps customers sorted alphabetically by name, which makes saved records easy to find later.
Open the Customers page
From your dashboard, open Customers. The customer list shows each customer's name, email, and phone, along with any custom fields configured to appear in the table.
Add a new customer
Click Add customer to open the create customer form.
Enter customer details
Complete the customer record:
- Name — required
- Email — optional
- Phone — optional
- Address — optional
If your workspace uses custom fields for customers, the form also includes those fields.
Save the customer
Click Save to create the customer. The new customer appears in the list in alphabetical order by name.
Use saved customers when creating invoices by filling the customer_name field with an existing customer record. If you need to store extra information, add custom fields for the customer entity type and choose whether they appear in the customer table.