Customer management built for invoicing
Keep a clean customer database with the details invoices need: contact, billing address, tax number and company registration. Pick a saved customer on any invoice, and when Business Hub generates an invoice from your data, the customer is matched or added for you.
Your customer list, ready for invoices
Add or import customers
Add customers one by one, or import your existing list from a CSV file exported from Excel, Google Sheets or another tool.
Keep billing details in one place
Store individuals and businesses with company name, email, phone, address, tax number, registration number and notes.
Invoice in seconds
Choose a saved customer on a new invoice and their billing details fill in automatically.
A client database that saves time on every invoice
Individuals and businesses
Mark each customer as an individual or a business, with the company and tax fields a business invoice needs.
CSV import
Bring your customer list in bulk. Rows that match an existing customer by email update them; bad rows are reported by line.
CSV export
Download your customers, or just the ones matching a search, as a CSV that opens in Excel or Google Sheets.
Quick search
Find any customer by name, company, email or phone.
Added automatically
When an invoice is generated from a data source, client intake or order, the customer is matched by email or created for you.
Correct invoices
Tax numbers and addresses saved once appear correctly on every invoice for that customer.
Who uses customer management
Businesses switching tools
Import the customer list from your old invoicing software or spreadsheet in one go.
B2B suppliers
Keep tax and registration numbers on file for business customers who need them on every invoice.
Online sellers
Build your customer list automatically as orders turn into invoices.
Common questions
Can I import my customers from Excel?
Yes. Save the sheet as CSV and import it. Download the blank template to see the expected columns; rows matching an existing customer by email are updated.
Can I export my customer list?
Yes. Export all customers, or the results of a search, as a CSV file.
What details can I store for each customer?
Customer type, name, company name, email, phone, address, city, state, postal code, country, tax number, company registration number and notes.
Do I have to add customers before invoicing?
No. You can type a customer on a manual invoice, and invoices generated from your data add the customer automatically.
Is there a limit on customers?
Each plan has its own customer limit, shown on the pricing page.
Try it on your next invoice
Set up your business in a couple of minutes, no setup call needed.
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