The Customers page shows all customer records associated with your seller account.
How Customers Are Created
Customers are auto-created when you add a new customer email to an invoice. You do not need to create customers separately — TallySale manages this automatically.
Customers can be created through:
- Portal — when creating an invoice in My Invoices and entering a new customer email
- API — when your application creates an invoice with a new customer email via the REST API
Customer List
The customer table shows:
| Column | Description |
|---|---|
| Name | Customer's full name |
| Email address (unique per seller) | |
| Phone | Phone number (if provided) |
| Company | Company name (if provided) |
| Invoices | Number of invoices sent to this customer |
| Actions | View, Edit |
Viewing a Customer
Click the eye icon to see the customer detail, including:
- Contact information (name, email, phone, company, address)
- All invoices sent to this customer
- Payment history for this customer
Editing a Customer
Click Edit to update customer details:
| Field | Description |
|---|---|
| Name | Customer's display name |
| Email address (used for sending invoices) | |
| Phone | Contact phone number |
| Company | Company or business name |
| Address | Street address, city, state/region |
Changing a customer's email address does not affect previously sent invoices — those retain the original email.
📸 Screenshot: Customer detail page — to be added