Module guide
Customers in Smart Receipts
Keep a reusable list of customers and clients so client-related spending is organised under consistent names. The Customer module is on by default for the Freelance profile and can be enabled for any profile.
What it is
Optional module
The Customer module is switched on in Account Setup. It is on automatically for the Freelance profile.
Reusable customer records
A customer is a named record kept in one place, so every client is referred to the same way.
Made for billing back
Consistent client names make it straightforward to gather the expenses to bill back or to review per client.
Backed up
Customers, and the module setting, are included in cloud backup and restore.
How to set it up
- Open Settings, then Account Setup.
- Turn on Customer Module and save.
- A Customers entry now appears in Settings. Open it and tap Add Customer.
- Enter the customer name and save. Repeat for each client.
Where it shows up
- Settings, under Customers, once the module is on.
- Alongside tags: create a tag per client to filter and export that client's expenses.
Good to know
Tip: Freelancers should add every active client on day one and pair each with a tag. When an invoice needs expenses attached, export filtered by that tag and the list is ready.
When you delete it: Deleting a customer removes it from your saved list only. No expenses are affected.
Related modules
See how the modules fit together
The use-case guide shows which modules matter for personal spending, employee claims, and freelancer records.
Open the use-case guide arrow_forward