Whether you're looking up a customer's contact info, checking their transaction history, or reviewing stored payment methods, everything you need is just a few clicks away.

Here's how to quickly find customer records and keep their details organized.

Searching for a customer

Start by heading to the Customers section. The fastest way to find someone is to type their name into the search bar at the top.

You can also filter by customer type using the dropdown next to the search bar — just switch between Individuals and Businesses depending on who you’re looking for.

Still not seeing them? It’s possible they’re linked to a different location. Try changing the location dropdown in the top right corner to All, then search again.

Viewing a customer’s profile

Once you’ve found the customer, click the eye icon in their row to open their profile. This gives you a complete view of their information, all in one place.

Here’s what you’ll see:

• Key details front and center
• A set of tabs underneath for digging into their transactions, payment methods, and notes
• Their payment history along the right-hand side

What you can explore in each tab

These tabs help you keep track of everything tied to a customer’s account:

• Invoice – All invoices where they’re listed as the recipient
• Estimates – Any estimates created for them
• Recurring Invoice – Invoices that are set to repeat
• Card Details – Any credit or debit cards saved to their profile
• Contacts – Main points of contact (for Businesses) or additional info (for Individuals)
• Notes – Internal notes your team has added
• Payment Forms – Transactions submitted through a Payment Form
• Payment Links – Links sent to this customer for payment
• ACH Details – Stored bank info for ACH transfers

Deleting a customer

To remove a customer record, click the wastebasket icon at the end of their row. You’ll see a confirmation message pop up — click Yes to confirm.

⚠️ Heads up: Deleting a customer can’t be undone, so make sure you’re removing the right one.