The Customers feature lets you save your customer details in one place so you can track payments and send invoices faster.
Why do I need the Customers feature?
The Customers feature makes it easier to manage your business relationships by keeping all contact and billing details in one place for quick access. Instead of re-entering information each time, you can auto-fill customer details when creating invoices or payment links, saving you time and reducing errors. Plus, you can send professional, branded receipts that help build trust and present your business in the best light.
How does it work?
-
Click Customers in the left-hand menu
-
Select Add a customer
-
Enter the customer details
-
Click the Add customer button at the bottom to save
How do I edit or delete customer details?
-
To edit a customer: Click the three dots under the Actions tab next to their name, select Edit customer, make your updates, and save. Any upcoming payments will reflect these changes.
-
To delete a customer: Click the same three dots, choose Delete customer, and confirm. The customer will no longer appear in your customer list.
How can I use my saved customers in invoices?
When you create an invoice or payment link, Atoa will auto-fill saved customer information so you don’t need to type it in each time. Learn how to create invoices with Atoa →
Who can use the Customers feature?
This feature is part of the Advanced Add-on. If you’re on the Basic plan, you’ll need to upgrade to unlock it.
Need help? Our team is here to support you. If you’d like to upgrade to the Advanced Add-on or have any questions, email us at hello@paywithatoa.co.uk.