Customers
Manage customer records with contact details, custom fields, and reuse across invoices and quotes.
Keep your customer details in one place
Customers store the contact information you reuse across your billing workflow. Add each customer once on /customers, keep their details up to date, and use those records again when you create invoices and quotes.
Company owners and team members can manage customers in their company workspace. The customer list is sorted alphabetically by name, and the table shows the standard contact fields plus any custom fields configured to appear in the table.
Customer fields
Every customer record includes the core contact fields below.
The customer's display name. NomadBill requires this field and uses it as the primary label in the customer list.
The customer's email address.
The customer's phone number.
The customer's address. In the create and edit dialog, this field uses a multiline text area so you can enter a full billing address.
The customer list shows name, email, and phone by default. It also shows customer custom fields where table visibility is enabled.
Creating a customer
Add a customer from the customers page, then fill in the contact details you want to reuse later.
Open the customers page
Go to /customers in your workspace.
You should see a customer table sorted by name. If you already created customer custom fields with table visibility enabled, those columns also appear here.
Start a new customer record
Create a new customer from the page action.
NomadBill opens a create dialog with the standard customer fields and any custom fields assigned to the customer entity.
Enter the required and optional details
Fill in the customer information:
- Name is required.
- Email is optional.
- Phone is optional.
- Address is optional and supports multiline text.
- Custom fields appear when you configured them for customers.
Demo workspaces may already include seeded fields such as kundennummer, kundenkategorie, website, kunden_seit, notizen_intern, praeferierte_sprachen, and newsletter.
Save and verify the result
Save the customer.
After saving, the customer appears in the list view under the correct alphabetical position. If a custom field is configured to show in tables, its value also appears as a column in the row.
Editing and deleting customers
Update a customer from the same dialog used for creation. You can change the standard contact fields and any assigned customer custom fields at any time.
When you delete a customer, NomadBill asks you to confirm the action before removing the record. Use deletion carefully if you rely on that customer information in your regular billing process.
Using customers in invoices
Customers are designed to save time when you create invoices. Instead of retyping contact details for every document, you select or reuse an existing customer record.
Invoices store the customer name in the customer_name field. That means the customer record provides the source name you use in invoice workflows, while keeping your customer list organized in one place.
Set up customers before you start sending invoices regularly. A clean customer list makes invoice creation faster and reduces naming inconsistencies across documents.
Custom fields for customers
Customer custom fields let you track information beyond the standard contact fields. NomadBill assigns these fields to the customer entity type, which means they appear in customer forms and, when configured, in the customer table.
Use custom fields for data such as internal customer numbers, categories, websites, start dates, language preferences, notes, or newsletter opt-in status. Demo data may include fields like kundennummer as an autonumber, kundenkategorie as a dropdown, website as a URL, kunden_seit as a date, notizen_intern as multiline text, praeferierte_sprachen as a multiselect, and newsletter as a boolean.
For setup instructions and field types, see Custom fields.