Customers

Before you can create an invoice, you need a customer to invoice.You can add customers to the customer database from the main PortaBill window (), or at the time you create a new invoice.

To create a new customer from the main PortaBill window, select the “Customers” tab in the right hand pane of the window. This done, you can then click on the Add Customer button in the toolbar, or use the appropriate menu.

When the new customer dialog () is displayed, you may then enter the details of the customer. Before you can save a customer, you need to enter in at least the following information:

  • Name
  • First Address line
  • State / Province
  • Postcode / ZIP
  • Country
  • Phone number

In addition to this, you cannot enter a new customer that has the same name as an existing customer.

Note that the Country field is used to assist PortaBill in determining the correct title for fields such as State / Province and Postcode / ZIP.

Customers can be edited at any time whilst using PortaBill. If you have issued an invoice for a customer in the past, and that customer’s address changes, the changes will only affect invoices created for that customer after the change of address. Past invoices will correctly record the address used at the time the invoice was issued.