Add a customer
Customers are the businesses or individuals you bill. Each customer has contact information and can have multiple subscriptions.
Customer information
- Customer name (company or individual)
- Email address for invoices
- Billing address
- Payment method (optional at this stage)
Example Customer
| Field | Value |
|---|---|
| Name | Acme Corp |
| billing@acme.com | |
| Address | 123 Main St, San Francisco, CA |
Importing customers
For bulk imports, you can upload a CSV file with customer data. Floatless will validate and import the records.
[!TIP] Start with one or two customers manually to understand the workflow before importing in bulk.