How to add and manage customers

How to add and manage customers

The Customers tab in Morgan AI keeps a record of everyone you do business with, their contact details, payment history, and outstanding balances.

Adding a customer

Option 1: Add directly to the Customers tab

1. 1Tap the Customers tab
2. 2Tap + Add customer
3. 3Enter their name, email address, and phone number
4. 4Tap Save

Option 2: Add a customer while creating an invoice or payment

When you tap + Invoice or + Charge, you can search for an existing customer or create a new one on the spot.

What you can see for each customer

Tap any customer to see:

• Their contact details
• All payments they've made
• All invoices sent and their status
• Total amount paid to date
• Outstanding balance (if any invoices are unpaid)

Editing customer details

1. 1Go to Customers
2. 2Tap the customer
3. 3Tap Edit (top right)
4. 4Make changes and tap Save

Sending an invoice to a customer

From the customer's profile:

1. 1Tap New invoice
2. 2Fill in the details
3. 3Tap Send

The customer's name and email are filled in automatically.

Customer notes

You can add private notes to a customer's profile, things like their preferences, typical service, or any relevant details. These notes are only visible to you.

Deleting a customer

To remove a customer:

1. 1Open their profile
2. 2Scroll to the bottom and tap Delete customer
3. 3Confirm

Deleting a customer removes their profile but does not delete their associated payment or invoice records from your history.